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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...

18 Dec 2025 A Note of Gratitude

Posted at 13:44h in The Friday Brief by Ellen Martin

As we wrap up 2025 and head into its final weeks filled with merriment, loved ones (those near, far, and those forever missed), and good food, I want to take the opportunity to say how deeply thankful we are for you. Thank you for trusting us...

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...