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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...

03 Nov 2017 The Tax Cuts and Jobs Act

Posted at 12:04h in The Friday Brief by Sam Bass Jr.

The U.S. House of Representatives released their tax bill to the public yesterday with great fanfare to a mix of joy on the one side and wailing and gnashing of teeth on the other. If the devil's in the details - Halloween is not over...