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18 Feb The Monetization of Free Time

Posted at 20:52h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

The idea of free time has been on my mind a lot over the last few months, so today's brief is more of a personal reflection than anything else. Hopefully you'll humor me. My son, Jack, recently turned 13 and Emily and I decided it was...

12 Feb AI: Apocalypse or Paradise?

Posted at 16:57h in The Friday Brief by Jared Korver, CPA, CFP®

If you spend much time reading history, one of the most common refrains you'll encounter is this: new technology is always either going to save the world or kill it. But even though the inventions of the central air conditioning (save the world) and the...

05 Feb Don’t Wait for a Crisis

Posted at 20:19h in The Friday Brief by Ellen Martin

Punxsutawney Phil's Groundhog Day prediction of six more weeks of winter drew intense grumbling this week, as his prediction coincided with multiple winter weather disruptions across the Southeast. Most people don't really believe his forecasts, but after recent storms, people craved a harbinger of relief...

29 Jan The Year to Charitably Give

Posted at 13:44h in The Friday Brief by Daniel Logan, CFP®

For most people, the turn of the calendar to a new year brings many thoughts of goals and aspirations. But if you’re in the financial world, you start to think about tax law changes that are applicable for the year. We had several briefs last...