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22 Apr 2021 Are You “Diversifying” Your Financial Decisions?

Posted at 20:34h in The Friday Brief by Geoff Hall, CFP®, RICP®

One of my favorite things about being a financial advisor is the opportunity it affords me to hear different people's money stories. Our experiences with money early on, and throughout our lives, play an important role in how we think about money today. It's those...

16 Apr 2021 Why I Prefer a Big Tax Refund

Posted at 00:31h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

"It's income tax time again, Americans: time to gather up those receipts, get out those tax forms, sharpen up that pencil, and stab yourself in the aorta." - Dave Barry There's a popular line of thinking that goes something like this: getting a large tax refund is...

08 Apr 2021 Getting Advice From Elves

Posted at 19:40h in The Friday Brief by Jared Korver, CPA, CFP®

“But it is said: Do not meddle in the affairs of wizards, for they are subtle and quick to anger. The choice is yours: to go or wait." "And it is also said," answered Frodo: "Go not to the Elves for counsel for they will answer...

01 Apr 2021 How to Make Prudent Financial Decisions

Posted at 10:44h in The Friday Brief by Geoff Hall, CFP®, RICP®

Lately I’ve found myself discussing a good number of questions requiring an answer beyond a simple yes or no. Questions like, should I pay off my mortgage? I have a chunk of cash I want to invest, how and when should I put it to...