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06 Oct 2017 How’s Your Portfolio Doing?

Posted at 09:55h in The Friday Brief by Geoff Hall, CFP®, RICP®

I'm not a huge sports fan, although sometimes I wish I were. If asked how I thought the Carolina Panthers defensive line was looking this year my honest answer would be that I have no idea. But if I were asked that same question in...

18 Aug 2017 The 4 Keys to a Good Investment Process

Posted at 13:54h in The Friday Brief by Jared Korver, CPA, CFP®

"People are worried that people aren't worried enough." That's the phrase Matt Levine has used to describe the current state of the stock market, or rather many investors' thoughts on the stock market. What he means is that the stock market has been calmer for a...

08 May 2015 Risk: The Most Important and Most Misunderstood Element of Investing

Posted at 11:59h in The Friday Brief by Sam Bass Jr.

The most important concept in investing and yet, the most misunderstood, is that of risk. The mere mention of the word causes a visceral reaction in our bodies that most find unpleasant while a few find it strangely stimulating. A proper understanding of investment risk and the levels we...