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17 Jun 2021 “The Misguided Beliefs of Financial Advisors”

Posted at 19:02h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

A research piece published in April of this year looked at how financial advisers at two large Canadian firms invested both their clients' money as well as their own. The data covered 4,000 financial advisors, 500,000 clients, and spanned 14 years. Its findings are frustrating,...

10 Jun 2021 Sticky Baseballs and Playing The Right Game

Posted at 18:14h in The Friday Brief by Jared Korver, CPA, CFP®

Major League Baseball is an interesting place right now. After a number of seasons where offensive numbers (especially home runs) have been trending higher than ever, a number of things have happened to suddenly and drastically curtail offensive output: a new baseball was put into...

03 Jun 2021 A Financial Advisor Looks at 50

Posted at 13:46h in The Friday Brief by Geoff Hall, CFP®, RICP®

It's not as exciting as a pirate looking at 40 but it's still hard for me to believe that in just over 7 months I'll be 50 years old. Sure, I've had more aches and pains in recent years and I've been noticing more gray...

27 May 2021 Real Estate is Hot. Has Our Home Been a Good Investment?

Posted at 15:44h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

It’s not breaking news to say the U.S. housing market is on fire. From April, 2020, to April, 2021, median home prices increased by 17.2%. There are myriad reasons for this: lack of supply (the roots of which can be traced all the way back...