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14 Aug 2015 What a 10-day Traffic Jam Can Teach Us About Money

Posted at 12:25h in The Friday Brief by Jared Korver, CPA, CFP®

You probably saw something in the past few weeks about the alarming volatility of the Chinese stock market, and more recently its currency devaluation. If you didn't, the short version is that things are a bit messy there these days. That being said, I'm not going...

12 Dec 2014 Is Your Financial House in Order?

Posted at 13:46h in The Friday Brief by Sam Bass Jr.

Which of the following do you believe is the most important aspect of ensuring the quality of your financial future?

A. Saving diligently B. Working longer D. Achieving better-than-market returns E. Designing an efficient well-allocated portfolio F. Excellent financial planning G. Winning the lottery H. None of the above

18 Jul 2014 Should Young Couples Buy or Rent Their First Home?

Posted at 13:58h in Blogs, The Friday Brief by Sam Bass Jr.

During lunch yesterday my son Sam, who is getting married soon, asked if it would better for the new couple to rent or buy their first home? He had given considerable thought to the subject in recent months. As a renter since college, he felt...

11 Jul 2014 Three Reasons to Avoid Those Steak Dinner Invitations

Posted at 11:50h in General by Sam Bass Jr.

Just this week I received three invitations to steak dinners at Ruth's Chris and Sullivan's in Raleigh, promising all the information I would need for a happy retirement. Not surprisingly, they all came from local companies we know as annuity sellers. One of the invitations came from an agent who has a local radio show who unashamedly calls himself a fiduciary. Why the regulators allow this guy to imply he has no fiduciary conflicts of interest when he sells annuity products with compensation ranges anywhere from 1% to 7% as well as incentive trips and other perks is beyond me.