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25 Jan 2024 Market High Soup For The Soul

Posted at 17:04h in The Friday Brief by Jared Korver, CPA, CFP®

Major stock indexes hit all-time highs over the last week, following a calendar year in 2023 where the S&P 500 was up nearly 25%. Bonds will take a bit longer to recover as rates continue to "normalize." A decade-plus run-up in bond prices (while rates...

18 Jan 2024 How Far We’ve Come

Posted at 22:03h in The Friday Brief by Ellen Martin

One of my favorite features of photo applications is the prompt to view pictures taken 4 years, 6 years, 10 years ago, or when the app shows you random featured pictures of the day with no rhyme or reason to the collection. Just this week,...

11 Jan 2024 The Macronutrients of Happiness

Posted at 15:18h in The Friday Brief by Geoff Hall, CFP®, RICP®

Lately, I've been thinking, and writing, a lot about the possibility of making alternative investments in our "retirement portfolios." Not the kind of alternative investments that the Yale Endowment or ultra-high net worth family offices often make. Rather, investments in our health and our relationships,...

04 Jan 2024 Haste Makes Waste

Posted at 19:58h in The Friday Brief by Daniel Logan, CFP®

As the new year begins, many people quickly write down a few goals they want to achieve for the year. While this is a fun thing to do, this Brief isn’t strictly another of the many goals blogs you have likely been inundated with over...