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08 Mar 2019 Exception and Nuance: The King and Queen of Finance

Posted at 13:50h in The Friday Brief by Jared Korver, CPA, CFP®

My son Miles and I went to breakfast this morning before I dropped him off at preschool. We got a bacon, egg, and cheese biscuit for each of us and a donut to share, plus milk for him and coffee for me. I don't know...

01 Mar 2019 How To Make Your Financial Information More Secure

Posted at 15:52h in The Friday Brief by Sam Bass Jr.

If you can remember the passwords you use to secure your most sensitive financial information, if you use the same ones for multiple sites, or if you've written them down and stored them somewhere 'safe' (like the key under the mat), your data is at...

15 Feb 2019 Good Comes from Market Corrections

Posted at 11:47h in The Friday Brief by Sam Bass Jr.

We are nearing the 10-year anniversary of the stock market’s incredible recovery following the Great Recession which saw stocks lose 50% or more of their value. Since March 9th, the S&P and Dow are up nearly 300% while the US Total Market index is up...

08 Feb 2019 Gerald Should Have Shared His Password

Posted at 09:53h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

You remember Bitcoin, right? The flashy cryptocurrency that no one understood but everyone was talking about in 2017? It hasn’t been making as much noise lately, mostly due to the fact that the price has fallen from a high of nearly $20,000 per bitcoin to less than $3,500...