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28 Apr 2017 Buying Happiness, Part 1: How Much Cash Should You Have?

Posted at 11:10h in The Friday Brief by Jared Korver, CPA, CFP®

You might be tempted to think, as I often am, that the business of money is fairly straightforward. Some spreadsheets here, some Monte Carlo testing over there, some budgeting along the way, and ding ding ding! There you have it: A wonderfully black and white sort of product with very little wiggle room for uncertainty, or, more to the point, humanity.

26 Jun 2015 Is It Better to Rent or Buy Your Home?

Posted at 11:01h in The Friday Brief by Jared Korver, CPA, CFP®

Chances are, if you live in the Triangle area, you or someone you know has recently bought or sold or is shopping for a home and experienced how fast the market is moving here. People are moving to the area in droves, interest rates are...

09 May 2013 The Second Most Important Thing in Investing

Posted at 14:12h in Blogs by Sam Bass Jr.

If you could use only one word to describe the most important thing in investing what would it be? If the question was real estate, you'd quickly say - LOCATION. If eating - healthy, maybe taste, or sport - winning, or sailing - wind, or mechanical motion - friction.

20 May 2011 Investing 101

Posted at 14:48h in Briefs about our Process, The Friday Brief by Sam Bass Jr.

If you’ve invested long enough, it’s almost certain that you’ve been made to feel less than knowledgeable, either by your advisor (unwittingly, of course) or by ‘Mr. Market.’ People invest for as many reasons as there are people. Today’s Brief addresses the purpose of the vast majority of investors; that of saving to replace the paycheck. Some call it retirement, some call it freedom from salary, others refer to it as their second half, and still others call it doing what you really want to do, or were meant to do all along. Whatever you call it, it happens when you begin depending on your investments to see you through life, no longer relying on what is commonly referred to as ‘your day job.’