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30 Dec Five Charts that Summarize 2020

Posted at 22:08h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

After a year like 2020, it is impossible to avoid a hyperbolic statement like, “it’s been a crazy year!” because it has been a crazy year. Here’s just a few of the significant occurrences: a worldwide pandemic that shuttered the global economy and claimed hundreds...

17 Dec What do we do with the extra?

Posted at 21:24h in The Friday Brief by Jared Korver, CPA, CFP®

My oldest son Miles is in kindergarten this year, and for the last 6 weeks or so has been going into the physical classroom after starting the year 100% virtual. It's been a strange year for everyone, but Miles has done a great job adjusting,...

10 Dec Investing Is Hard. Even With a Crystal Ball.

Posted at 18:05h in The Friday Brief by Geoff Hall, CFP®, RICP®

What a year. After a global pandemic, a recession, unprecedented unemployment and a messy presidential election, most of us are ready to throw in the towel and ring in the new year. In fact, I'll bet if you'd had a crystal ball and could have...

03 Dec Lessons from Pappy Van Winkle

Posted at 19:51h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

There is no finer bourbon in the world than Pappy Van Winkle. A quick Google search for their 23-year-old Kentucky bourbon will bring up bottles for sale in excess of $4,500, or roughly $225 a shot. (Not that anyone takes shots. This is a sipping...