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19 Jun 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 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 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...

29 May New Website, Same Great Service

Posted at 07:00h in The Friday Brief by Jared Korver, CPA, CFP®

Unless you are visiting our site for the first time (in which case, welcome!!), you will have noticed by now that it's new and--we believe and hope--improved. A website for any sort of professional services firm is an interesting thing. We don't sell a tangible product...