Posts in Company News
Celebrating 20 Years!

Since 2004, much has changed, but one thing has remained constant: our unwavering commitment to helping our clients. As we’ve matured and experienced life’s ups and downs ourselves, we’ve come to truly appreciate the value of the advice Beacon provides and the difference it makes for our clients.

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Teaching Your Grandkids About Money

You can definitely make a difference is with your grandchildren’s personal financial education. Teaching kids early will build a lifetime of good financial habits. How can we help them develop good financial habits? By taking advantage of the fact that they really are already watching and learning from what we do and say.

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Finance In A Flash: Get To Know Beacon's Team: Stephanie Murray

On this episode of Finance In A Flash, Nick Faulkner interviews Beacon's Planning & Operations Manager, Stephanie Murray. We really hope you enjoy this episode and get to know more about Stephanie as she talks about her personal life, her professional history, and how she contributes to Beacon's success.

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What do commission-free trades mean for you?

Brokerage firms Charles Schwab & Co. and TD Ameritrade recently announced that they would stop charging brokerage commissions on trades for exchange traded funds and even stocks. Some of you may have wondered what impact this will have on you and also will we (Beacon) make any changes to your portfolio as a result.

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Why Invest Globally?

 You will note in the table below that over the last year the S&P 500 (U.S. stocks) has outperformed its international counterpart by more than 22%!  This disparity in performance becomes even more magnified when considering 10 year and 15 year performance numbers.  In fact, U.S stocks have outpaced foreign stocks by about 2.5% annually for the last 15 years! So why is it important to take a global perspective when investing for the long term?

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