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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...

26 May 2017 What a 90-Year-Old House Can Teach Planners

Posted at 10:30h in The Friday Brief by Jared Korver, CPA, CFP®

Just three weeks away from moving into our new office here in Raleigh, we've learned a lot of lessons about planning in a very hands-on sort of way. The hand-drawn timeline that we started with (thanks to our wonderful general contractor) appears almost laughable in hindsight, and yet if we hadn't begun there, it's likely that we would be three months away from move-in rather than three weeks.

06 Jan 2017 What is retirement?

Posted at 14:05h in The Friday Brief by Jared Korver, CPA, CFP®

When I was a little kid--probably 5 or 6--my dad started taking Hebrew lessons from a brilliant woman at Sandhills Community College named Vivian Jacobson. Originally from Chicago, Vivian and her husband Ralph had retired to Pinehurst, where they became--and remain--an integral part of the community, and more importantly, close friends of my family (as well as employers of yours truly--I spent many a Saturday doing yard and house work at the Jacobson house!).

23 Oct 2015 When Is A Limited Ecosystem A Good Thing?

Posted at 12:15h in The Friday Brief by Sam Bass Jr.

An article in Business Insider released earlier this week got me thinking about some glaring similarities to our own process. The piece was entitled “Apple haters are flooding Google's app store with 1-star reviews for Apple's 1st Android app.”