Less than two years ago, in spite of all the political tensions that existed even before the 2020 election season and the year and half that has been COVID, Congress agreed on something. They agreed to a series of reforms to the rules of how retirement distributions work, revising decades of policy in a quiet end-of-year maneuver, passing easily through …
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.
The Coverdell ESA: A Secret Weapon for Education Savings
There are a number of questions that arise when thinking about what kids’ savings for their future is best. And the answer is that all of them have strengths and weaknesses, depending on the use case. As I focus in this article on why the Coverdell ESA is potentially a strong vehicle, I want to frame this conversation in the …
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 …
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