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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...

27 Oct 2017 A Lever to Move Your World

Posted at 16:06h in The Friday Brief by Sam Bass Jr.

A relatively small adjustment today can have a huge impact on our future goals and lifestyle. How often do we lament, 'if I had only done this sooner'? What a pleasure it was to live in our beautifully renovated home, just before we sold it....

20 Oct 2017 Which is the better question?

Posted at 14:44h in The Friday Brief by Sam Bass Jr.

"When will the stock market drop?" or, "How much does a market drop hurt me?" The historic close of the Dow Jones Industrial Index above 23,000 this week, one day before the historic 30-year anniversary of the largest one-day drop of 23% of the Dow Jones Average has...