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  • About
    • Our Team
    • Our Philosophy
    • Ideal Clients
    • Our Services + Pricing
  • Let’s Talk
  • Blog
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05 Aug 2021 What If We Don’t Know Our Future?

Posted at 19:22h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Last week, Jared wrote about the future, specifically, the risk that the reality of the future we imagine might disappoint us: "You may fail to reach your goals, no matter how hard you work. Or, perhaps worse, you may reach your goals and find them...

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29 Jul 2021 What If The Future Is A Disappointment?

Posted at 12:26h in The Friday Brief by Jared Korver, CPA, CFP®

“But where is man to go? Something awkward, at any rate, can be noticed in him each time he achieves some such goal. Achieving he likes, but having achieved he does not quite like, and that, of course, is terribly funny. In short, man is...

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22 Jul 2021 Is It Time For a New Car?

Posted at 13:09h in The Friday Brief by Geoff Hall, CFP®, RICP®

It's official: My car has become a real beater. The check engine light in my beloved Accord has been on for over a year. The engine revs too high when it idles and rattles rather loudly when I give it gas. Last month, the lining...

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15 Jul 2021 Will Mr. Lynch Become a Victim of His Own Success?

Posted at 13:22h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

In last week's brief, Jared opened with this quote from Howard Marks: “By being in the top half for 14 years, he was in the top decile for the whole period. And I thought that was a great realization.” Jared went on to say, "You...

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