2021: From Perseverance Comes Progress

2021: From Perseverance Comes ProgressBriggs Financial Inc. Annual Letter There is no possible way that I could write in a paragraph or a page, or even an entire book, all the thoughts and feelings and sentiments I have regarding the year 2020. So I won’t. What I will say is that while 2020 has been an incredibly challenging year on …

The stock market is not efficient.

Retail and professional investors alike have been fed for half a century that the markets are entirely efficient and that there is no way to “beat” them. I think they are wrong, and in this article I introduce the case for how we approach investing in contrast to the 80% “lemmings” of the market.

The Argument for Truly Zero-Cost Covid-19 Vaccinations

Over the past couple of weeks, both Pfizer and Moderna released preliminary results from their stage 3 test of its COVID-19 vaccine claiming 90%+ efficacy. Leveraging mRNA technology, this breakthrough blows open not only our ability to treat COVID-19, but also has significant implications for developments of future vaccines and treatments. That all said, there have been concerns raised regarding …

Mummy & Deaddy Halloween Tax

Turn trick-or-treat into a fun, albeit twisted game of learning about TAXES! Associate Adviser Shawn Block writes about how he and his wife teach their kids about taxes.

5 Costly Investment Mistakes

With how chaotic the world is right now, it is easy to lose sight of how your investment are – or aren’t – being managed. Here is a list of 5 of the most costly errors I see investors making.

Working From Home Lifestyle Tips

I like to joke that Briggs Financial has been preparing for coronavirus since we first began doing business in January 2018. That’s because from the beginning, my firm’s office has been in my home – I’ve been working from home for over two years now, and enjoy the lifestyle tremendously. However, for many people including yourself, this will be your …

Six Quick Facts About the SECURE Act and Your Retirement Savings

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was recently passed by Congress as part of the year-end budget resolution. It has some important implications that merit substantial discussion, which I will cover in future podcasts and articles. This list is not a complete list of all the provisions, but does touch on the most common ones I …

New Year’s Resolution: $20 A Week For Your Future

Every year, tens of millions of Americans start the new year by committing to saving more money for their future. And like most New Year’s resolutions, within the first couple of months, that resolution goes from deep conviction to the credit card bill coming to an emergency cropping up . . . and then it is all but entirely forgotten …

The Ins and Outs of Health Savings Accounts

Our health and the cost of healthcare are some of the greatest risks to building and maintaining wealth in this generation. Medical debt accounts for more bankruptcies than any other financial event. Moreover, according to recent data from the Social Security Administration, a married couple has a greater than 50% chance of at least one partner living until age 90. …