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17 Aug 2018 Should You Buy or Lease Your Next Vehicle?

Posted at 11:56h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

After 5 years as a proud minivan owner, my wife and I recently purchased an SUV. For simple trips around Raleigh the van was adequate, but with our frequent treks to see my parents in Florida combined with the taxing drive through the mountains of...

10 Aug 2018 The Right Tools and Experience

Posted at 10:48h in The Friday Brief by Sam Bass Jr.

One of the joys of having our office at Five Points is the endless opportunity it provides to meet colorful people. Yesterday provided another one. About closing time, I heard some discussing the scene in our front parking as they headed out the door. Seems there...

03 Aug 2018 The Piano Man

Posted at 14:36h in The Friday Brief by Geoff Hall, CFP®, RICP®

Good financial planning is the process of making smart financial decisions over and over again. With time, these smart decisions compound on each other and give you the freedom to do more of the things that are important you. Just for fun, here is a...

27 Jul 2018 FOMO and Facebook: Why Diversification Matters

Posted at 10:12h in The Friday Brief by Jared Korver, CPA, CFP®

A couple of interesting things happened this week that led to this blog, but before I get to them, I want to start elsewhere. I did a very bad thing before I sat down to write this, which was to get on Redfin and look at...