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06 Jul 2018 Declare Your Independence from the Pitfalls of Aging

Posted at 11:06h in The Friday Brief by Sam Bass Jr.

We just celebrated our 242nd year of independence from the tyranny of King George’s taxes, tariffs, and regulations. A brave few representatives from thirteen British colonies signed their names to a document that would have resulted in their deaths as traitors to the Crown should...

29 Jun 2018 401k Bombs and the Fall of GE

Posted at 08:26h in The Friday Brief by Jared Korver, CPA, CFP®

In Barbarians at the Gate, a thrilling tale of the buyout of RJR Nabisco in the late 80s, there is an account of the development of a smokeless cigarette product called Premier that, while being ahead of its time in some respects, was also a...

22 Jun 2018 Planning and Social Security

Posted at 13:15h in The Friday Brief by Sam Bass Jr.

This year, some 45.5 million Americans will receive $63 billion in retirement benefits, according to the Social Security Administration. Of these recipients 65 years or older, 50% of married couples and 71% of unmarried persons depend on Social Security for more than 50% of...

15 Jun 2018 3 Ways To Fail As An Investor

Posted at 08:33h in The Friday Brief by Jared Korver, CPA, CFP®

Charlie Munger, Warren Buffet's famed right-hand man at Berkshire Hathaway, is fond of using the phrase, "Invert, always invert." While Munger is often credited with the origination of the quote, he is borrowing from 19th century German mathematician Carl Jacobi, who coined the phrase as...