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06 Oct 2017 How’s Your Portfolio Doing?

Posted at 09:55h in The Friday Brief by Geoff Hall, CFP®, RICP®

I'm not a huge sports fan, although sometimes I wish I were. If asked how I thought the Carolina Panthers defensive line was looking this year my honest answer would be that I have no idea. But if I were asked that same question in...

29 Sep 2017 Our New Tax Structure

Posted at 12:42h in The Friday Brief by Sam Bass Jr.

While it's way too early to know what our new tax code will look like next year for planning purposes, Mr. Trump and his administration have laid out a broad policy framework that addresses at least some of the major issues. The opposition is already in...

14 Sep 2017 How to Protect Your Credit: 8 Steps

Posted at 12:17h in The Friday Brief by Geoff Hall, CFP®, RICP®

The recent data breach at Equifax seems to have brought to the forefront our new reality. A reality where hacks, data breaches and stolen Social Security numbers are going to be commonplace at least until we come up with a better system for personal identification...

11 Sep 2017 Further Credit Protection

Posted at 11:26h in The Friday Brief by Sam Bass Jr.

This past Friday we alerted you to the fact that the identities of three of four US consumers tracked by Equifax was compromised a couple of months ago. If you clicked on the Equifax link we provided and found that you are among those impacted, the...