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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...

21 Dec 2023 Thoughtfulness Is The Greatest Gift Of All

Posted at 13:26h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Christmas is just a few short days away! Unless you're a child, of course. In that case, each of the days leading up to Santa's arrival feels like its own separate eternity. For many reasons, the holidays are a magical time of year. There's the decorating...

14 Dec 2023 Expectation Economics

Posted at 14:55h in The Friday Brief by Jared Korver, CPA, CFP®

My maternal grandfather was born in south Alabama in May of 1924, and I remember him telling a story from his childhood of a Christmas morning during the Great Depression when he woke up to find an orange in his stocking. Such was the extent of the...

07 Dec 2023 When is your plate too full?

Posted at 17:54h in The Friday Brief by Ellen Martin

No, this is not a brief about how much you pile on your plate at Thanksgiving, although I do love hearing about favorite family recipes! Many people describe December as a time of being stretched too thin – even if each separate thing vying for...