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01 Apr 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...

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25 Mar Shooter McGavin and the “Secret of the Pros.”

Posted at 15:46h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Happy Gilmore was released in 1996. Three years later I started college and during my freshman year many an evening ended with me and my roommate, Andy Hilton, grabbing the VHS off the shelf to watch the Adam Sandler classic. If you told me back...

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18 Mar NFTs, SPACs, WSB, and the Problem of Boredom

Posted at 19:20h in The Friday Brief by Jared Korver, CPA, CFP®

There's a lot going on in the world of finance right now: Non-fungible tokens (NFTs) are dominating the conversation in the most nonsensical way, Bitcoin is ravenous, SPACs are cashing the blank checks that investors have handed them, awful stocks have seen huge volume and...

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11 Mar A Fool and His Money Are Soon Parted…

Posted at 17:00h in The Friday Brief by Geoff Hall, CFP®, RICP®

...the rest of us wait until income tax time. Ba dum chhh. Seriously though, the IRS says that the average taxpayer spends about 13 hours preparing their tax return each year. It's also been estimated that Americans spend around $27.7 billion every year on tax...

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