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07 Aug 2020 A Summary of Mr. Biden’s Tax Plan

Posted at 09:59h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

With the Presidential Election just over two months away, I felt it would be helpful to review presumptive Democrat nominee for President Joe Biden’s tax proposal. This is by no means a partisan review and will be an objective summary of his current plan. President...

31 Jul 2020 How Has The Coronavirus Shaped Your Priorities?

Posted at 07:00h in The Friday Brief by Jared Korver, CPA, CFP®

Almost none of us will get through this unscathed. There is a sense in which we are all dealing with a collective trauma—from the emotional toll of being cut off from friends and family to the horror of experiencing the death-dealing of the virus firsthand,...

23 Jul 2020 What if a Giant Asteroid Landed on My House?

Posted at 21:19h in The Friday Brief by Geoff Hall, CFP®, RICP®

I had a great conversation with my property and casualty insurance agent last week. He called to see if anything had changed in my life that might warrant an adjustment to my home and auto insurance coverage. I didn’t recognize his number at first but...

17 Jul 2020 How Do We Make Sense of This?

Posted at 11:33h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Earlier this week I came across this chart and the story it tells is staggering. What you see is the year-over-year change in what JP Morgan considers “High Frequency Activity,” things like driving, eating out, flying, staying in hotels. Look how quickly and severely activity...