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    • Our Team
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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...

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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...

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20 May 2021 Should Your Teenager Trade Stocks?

Posted at 20:14h in The Friday Brief by Jared Korver, CPA, CFP®

Earlier this week Fidelity made some waves for an announcement that "it will issue debit cards and offer investing and savings accounts to 13- to 17-year-olds whose parents or guardians also invest with the firm. The accounts will let teens buy and sell U.S. stocks, Fidelity...

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13 May 2021 My Favorite Investment Story

Posted at 17:06h in The Friday Brief by Geoff Hall, CFP®, RICP®

“We are, as a species, addicted to story. Even when the body goes to sleep, the mind stays up all night, telling itself stories.” — Jonathan Gottschall, The Storytelling Animal: How Stories Make Us Human We all love to hear stories. A really good one can...

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