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20 Nov 2024 Join Us in Supporting Raleigh Rescue Mission

Posted at 14:43h in The Friday Brief by Daniel Logan, CFP®

It is somehow a week away from Thanksgiving and the end of the year is quickly approaching. It seems that time only gets quicker through the remaining weeks of the year. In light of that, we have recently written about smart year-end money moves, Medicare...

13 Nov 2024 7 Smart Year-End Money Moves

Posted at 17:19h in The Friday Brief by Geoff Hall, CFP®, RICP®

When I realized I was writing this week’s Friday Brief, I was tempted to rewrite the song "12 Days of Christmas" with a financial planning twist. But then I remembered that there are only a few weeks left in 2024, and decided it would probably...

07 Nov 2024 The President and the Stock Market

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

After a long and highly contentious election season, President Trump was declared the winner of the 2024 Presidential election early Wednesday morning. Now that we know who will take office in January, we can expect a lot of prognosticating about how it will impact the...

31 Oct 2024 In My Adverse Selection Era

Posted at 14:15h in The Friday Brief by Jared Korver, CPA, CFP®

For those of you who are unaware, the title of this blog is in some way an allusion to a Taylor Swift meme, and I'm honestly not sure I'm even using it correctly. Writing on the internet can be hazardous. I'm not really here to talk...