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29 Jan 2026 The Year to Charitably Give

Posted at 13:44h in The Friday Brief by Daniel Logan, CFP®

For most people, the turn of the calendar to a new year brings many thoughts of goals and aspirations. But if you’re in the financial world, you start to think about tax law changes that are applicable for the year. We had several briefs last...

22 Jan 2026 What Tax Forms Should You Expect To Receive?

Posted at 15:10h in The Friday Brief by Geoff Hall, CFP®, RICP®

The IRS has announced that the 2026 filing season, covering 2025 income, will officially open on Monday, January 29, 2026. We all dream of a world where filing taxes is effortless: simple rules, instant refunds, and no one ever saying “adjusted gross income.” While we’re...

15 Jan 2026 A Look Back at 2025

Posted at 17:37h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

At the start of the year, I like writing about what took place in the preceding 12 months because it's a helpful reminder of the ground we covered, and there's always a lesson or two that can be applied going forward. Most important, and this...

08 Jan 2026 The Best Thing I Bought In 2025

Posted at 13:51h in The Friday Brief by Jared Korver, CPA, CFP®

Here's a simple exercise for you to try annually: Look back at the prior year and do an honest inventory of what you purchased, asking one simple question: Of all the things I spent my money on, what ended up being the thing or experience...