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17 Feb 2022 “Be quick, but don’t hurry.”

Posted at 14:03h in The Friday Brief by Jared Korver, CPA, CFP®

The title for this blog comes from the legendary UCLA basketball coach, John Wooden, though I first heard it on an Optimist Club baseball field in Southern Pines, North Carolina when I was in fifth or sixth grade. I was playing third base--with a habit...

10 Feb 2022 Amazon, Past Its Prime

Posted at 19:01h in The Friday Brief by Ellen Martin

Two weeks ago, Wesley and I were reading in our peaceful living room, and our dog Ollie was nestled into his blankets on an armchair. It was almost 10pm, and we were about to call it a night when Ollie heard a disturbance outside and...

03 Feb 2022 What Tax Forms Should You Expect To Receive?

Posted at 14:40h in The Friday Brief by Geoff Hall, CFP®, RICP®

Like it or not, on Monday, January the 24th, the Internal Revenue Service announced the start of our nation's tax season. That's the date when the IRS began accepting and processing 2021 tax year returns. Of all the seasons we could pick from--the holiday season,...

27 Jan 2022 Stock Market and Beacon Portfolio Updates

Posted at 21:29h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Through Wednesday, January 26th, the S&P 500 index is down 8.7%, which, obviously, is not a great start to the year. (Average January returns going back to 1980 are +.82%.) While prices are down, volatility is up: we've already had 6 trading days where the...