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09 Apr What I Hope My Daughter Learns

Posted at 14:28h in The Friday Brief by Daniel Logan, CFP®

As I sit here writing this Brief, my wife and I are on the precipice of welcoming our first child into the world, a baby girl. Naturally, there are many thoughts running through my mind. Do we have everything we need? If not, Amazon is...

26 Mar Geopolitics Revisited

Posted at 12:16h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Almost exactly two years ago, I wrote about the impact of geopolitics on investing. At the time, Russia's invasion of Ukraine was a little over two years old, Israel had suffered a terrorist attack by Hamas six months earlier, and Iran had recently launched a...

19 Mar How Not To Be A Burden

Posted at 13:21h in The Friday Brief by Jared Korver, CPA, CFP®

A common refrain I hear from clients is: "I don’t want to be a burden to my children." Most of the time what folks mean by this is, "I don't want to need my kids' help when I'm at the end of my life," and I...

12 Mar Mirror, Mirror

Posted at 19:02h in The Friday Brief by Ellen Martin

The most frequent response I hear from people when I mention having two boys in daycare is, "Just imagine the instant raise you'll get when they're both in elementary school!" Which is accurate, and helps me remember that this is just a short blip of...