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01 Oct 2020 Election Day Jitters

Posted at 14:05h in The Friday Brief by Geoff Hall, CFP®, RICP®

'Tis the season for political ads, campaign yard signs and presidential debates. I knew the 2020 presidential election was nearing but for some reason, probably Tuesday’s debate, I just realized how close it actually is. As of the posting of this brief, Election Day is...

25 Sep 2020 Taxes and Thinking Long-Term

Posted at 12:17h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

A few weeks back I wrote an explainer of Joe Biden's tax proposal and received some questions about the following passage: "(Y)es, there are times where it’s beneficial to accelerate income." It's a counter-intuitive statement because most of the conversation around taxes is that you...

18 Sep 2020 Nikola and Startup Investing

Posted at 06:00h in The Friday Brief by Jared Korver, CPA, CFP®

"The short seller said a 2018 promotional video showing a prototype of a Nikola semi-truck traveling down the road was staged and that the truck was rolling down a hill rather than propelling itself...

11 Sep 2020 Nervy Week, Nervy Q4?

Posted at 06:00h in The Friday Brief by Jared Korver, CPA, CFP®

[caption id="attachment_12133" align="alignleft" width="300"] COVID chart or Stock Market chart?[/caption] It's been a nervy week of trading in the stock market! Particularly for tech stocks. The Nasdaq Composite Index (which is heavily weighted toward tech stocks) fell more than 10% in just three trading sessions after...