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26 Jun 2020 How to Maximize Your Employee Stock Purchase Plan

Posted at 08:00h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

[vc_video link='https://www.youtube.com/watch?v=nncNbL9Qfnk'] What is an Employee Stock Purchase Plan (ESPP) and how does it work? How should you incorporate it into your financial life and what’s the most important decision to make prior to enrolling? It’s easiest to understand how an ESPP works by first understanding the...

19 Jun 2020 Contagious Diseases, Vices, and Virtues

Posted at 08:00h in The Friday Brief by Jared Korver, CPA, CFP®

In my annual late-December reading of Charles Dickens' delightful short story A Christmas Carol, one of my favorite lines is this: "It is a fair, even-handed, noble adjustment of things, that while there is infection in disease and sorrow, there is nothing in the world so...

12 Jun 2020 A Proclivity For Panic or a Propensity For Patience

Posted at 12:06h in The Friday Brief by Geoff Hall, CFP®, RICP®

It’s hard to believe that the stock market, as measured by the S&P 500 at the end of the trading day on Thursday, was "only" down 6.23% year-to-date in 2020. This after it fell 30% in just 22 trading days - the fastest 30% decline...

05 Jun 2020 The Dark Side of the Moon

Posted at 07:00h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

On December 21st, 1968, Apollo 8 lifted off from what’s now known as Cape Canaveral with three men aboard. Their mission was to enter the moon’s orbit, slingshot around the dark side, and return home safely. A manned flight around the moon had never been...