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26 Jan 2018 Are Stocks Too High?

Posted at 15:19h in The Friday Brief by Sam Bass Jr.

The stock market continues to party higher and higher with no signs of stopping, or for that matter, any real weakness. As it rises, some consider increasing their exposure to stocks, particularly some big names Amazon, Apple, Alphabet (Google) Facebook, while others consider decreasing their...

19 Jan 2018 Financial Resolutions & Habits: Part 3

Posted at 12:53h in The Friday Brief by Jared Korver, CPA, CFP®

We're still digging out of our snow here in Raleigh, and in a way I imagine many parents and kids will feel Monday is a bit like the first day of school all over again. When everything shuts down so completely it's hard not to...

12 Jan 2018 Charitable Giving Can Still Reduce Your Tax Bill

Posted at 10:18h in The Friday Brief by Sam Bass Jr.

Gone with the new tax law are most of the deductions we traditionally used to lower our tax bills. With only three primary survivors; charitable giving, primary residence mortgage interest, and state and local taxes, it is estimated that almost 90% of taxpayers will fall...

05 Jan 2018 Financial Resolutions & Habits: Part 1

Posted at 15:34h in The Friday Brief by Jared Korver, CPA, CFP®

It's said that the ancient Babylonians began the storied tradition of the New Year's Resolution some 4,000 years ago. Admittedly, their resolutions were essentially promises made to their gods in hopes to garner favor in the upcoming year should they keep the promises, so maybe you're not...