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30 Jun 2017 Your Declaration of Independence

Posted at 16:18h in The Friday Brief by Geoff Hall, CFP®, RICP®

Some 241 years ago the United States of America became a sovereign nation simply by declaring it, knowing all too well that the prospect of actually winning it against the will of the most powerful nation in the world was smaller than scant. The men...

23 Jun 2017 Where Do We Go From Here?

Posted at 14:17h in The Friday Brief by Sam Bass Jr.

With summertime upon us, complete with tropical storm Cindy soaking the South, and nearly half of 2017 in the books, this might be a good time to review the progress and condition of the capital markets. While forecasting the direction of the markets is not...

09 Jun 2017 Financial Wisdom

Posted at 14:30h in The Friday Brief by Geoff Hall, CFP®, RICP®

This week I’ve been cleaning out my desk as I prepare for our move to our new offices on Glenwood Avenue. While organizing, I discovered that I have a paper copy of every single tax return I’ve filed since 1994. The financial nerd in me...

02 Jun 2017 Imagine

Posted at 13:48h in The Friday Brief by Sam Bass Jr.

This weekend my wife and I will be keeping three of our grandchildren and I can't wait. The twins are 6 and the youngest, 3. We've been thinking all week about the fun things we will do together. This morning, while pondering today's Brief, I was reminded of one of the great joys of being with children; which is their boundless capacity for imagination. It is nothing short of amazing how freely and effortlessly they enter into a world that we adults have sadly 'grown' out of along the way. But if we are willing, our children and grandchildren can happily lead us, hand-in-crayon, marker, dirt, or paint-covered hand, back into the lost world of our imaginations.