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26 Jun 2015 Is It Better to Rent or Buy Your Home?

Posted at 11:01h in The Friday Brief by Jared Korver, CPA, CFP®

Chances are, if you live in the Triangle area, you or someone you know has recently bought or sold or is shopping for a home and experienced how fast the market is moving here. People are moving to the area in droves, interest rates are...

19 Jun 2015 Grace for Greece Slipping Away

Posted at 14:32h in The Friday Brief by Sam Bass Jr.

Practically speaking, the odds of Greece meeting its bailout obligations to the European Union and its credit demands of the IMF and other creditors by June 30th are close to nil. Odds are just as small that enough patience exists on the part of EU...

12 Jun 2015 Control or Resilience

Posted at 10:21h in The Friday Brief by Sam Bass Jr.

We are big fans of Seth Godin at Beacon. As a marketing genius, his focus is centered in that industry, but many of his writings are much more broadly applicable. Not long ago a friend and client asked us to review an indexed life insurance product that his buddy, we'll call him Bob, was near zealous over. Bob was so enamored with the promises of the insurance policy that he was even considering changing careers to sell it. A change of some kind was forced on him because he had just been laid off at 50 from a high-level executive position with a major pharmaceutical firm.

05 Jun 2015 Don’t Let Temporary Crosswinds Blow You Off Course

Posted at 15:04h in The Friday Brief by Sam Bass Jr.

It’s been a choppy week for Treasurys and stocks with Greece once again roiling European Union stability and mixed signals about the strength of the US economy. The question every investor is asking is when the Federal Reserve will begin raising interest rates? And advice is becoming louder and more widespread.