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09 Dec 2025 Wise Choices Still Matter in Frothy Markets

Posted at 21:07h in The Friday Brief by Geoff Hall, CFP®, RICP®

In the world of investing, just as in life, you can make a careful, well-reasoned decision and still end up with an outcome that leaves you disappointed. And the reverse is true as well. Every now and then, a rushed or thinly supported choice can...

04 Dec 2025 ‘Tis the Season to Be Patient

Posted at 15:54h in The Friday Brief by Daniel Logan, CFP®

With Thanksgiving now in the rear window, we are firmly in the Christmas season. This time of year is associated with a range of emotions, from pure joy and excitement to stress and busyness. One thing that’s impossible to miss are the invitations to spend...

19 Nov 2025 Supporting Raleigh Rescue Mission

Posted at 18:22h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Driving the kids to school a few days ago, Jack said, "Dad, can you believe we're already halfway through November?" I responded by pointing out that school started three months ago, and neither of us could believe it. The old saying that "the days are...

13 Nov 2025 Let Your Portfolio Cook, And Other Thoughts

Posted at 15:31h in The Friday Brief by Jared Korver, CPA, CFP®

The job of an NBA General Manager is to construct the best roster of basketball players available given the money constraints of the team owner. Once the roster is there, you let them cook, as the kids say. They have to play the game, and...