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08 Dec 2017 “Free” Money!

Posted at 10:15h in The Friday Brief by Geoff Hall, CFP®, RICP®

The Holiday Season is here and when it comes deciding what gifts we’d like to give our friends and family most of us are somewhere on the spectrum between vaguely conceptualizing that it may be about time to start shopping and picking up a few...

01 Dec 2017 7 Year-End $ Moves Worth Considering

Posted at 13:38h in The Friday Brief by Geoff Hall, CFP®, RICP®

Maybe, just maybe, in this brief period between Thanksgiving and Christmas, you've got a few moments to think about and act on your finances. It's a great opportunity to do so, as you still have a little bit of time to get some important things...

17 Nov 2017 Tax Changes Are Coming

Posted at 12:21h in The Friday Brief by Sam Bass Jr.

"I shall never use profanity except in discussing house rent and taxes. Indeed, upon second thought, I will not even use it then, for it is unchristian, inelegant, and degrading--though to speak truly I do not see how house rent and taxes are going to be...

10 Nov 2017 A Word About Cryptocurrency and Risk Management

Posted at 11:52h in The Friday Brief by Jared Korver, CPA, CFP®

Here are two articles that came across my desk on Wednesday of this week: one in the morning entitled "Nearly a Third of Millennials Say They'd Rather Own Bitcoin Than Stocks," and then one that evening entitled "'$300m in cryptocurrency' accidentally lost forever due to...