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09 Nov 2018 2018 Year End Money Moves

Posted at 10:04h in The Friday Brief by Geoff Hall, CFP®

As the holidays and new year approach with alarming rapidity--but before you get swept up in parties and family gatherings completely--it's a great time to take a look at your finances. 2018 still has some important planning opportunities, and getting ahead of 2019 could pay...

02 Nov 2018 Investment Efficiency

Posted at 13:44h in The Friday Brief by Sam Bass Jr.

Efficiency measures what is produced against the inputs required to produce it. Efficiency is generally reduced by some form of drag, such as friction, cost, energy, or time, but there can be great reward in improving efficiency. An investment portfolio produces greater wealth as the friction...

31 Oct 2018 Beacon Flash: How to navigate your employer being acquired

Posted at 14:12h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

https://youtu.be/Ojv94IEt5Qc With the recent announcement that Red Hat is being acquired by IBM for $34B, we thought it would be helpful to share our thoughts on how employees of acquired companies can smoothly navigate a transition like that. Watch as we discuss what to do with your...

26 Oct 2018 Quarterly Statements and Market Volatility

Posted at 15:54h in The Friday Brief by Geoff Hall, CFP®

[caption id="attachment_9886" align="alignright" width="284"] *An impressive collection of mailings generated for one Charles Schwab account in one day![/caption] Lofty expectations for corporate earnings have combined with rising interest rates and increased global trade tensions to bring volatility back to the stock market after a long hiatus. ...