Inflation has been a hot topic in financial news over the past few years, but what does it really mean for consumers and investors? In this episode of Finance in a Flash, John and Dave take a step back to break down inflation—what it is, why it matters, and how it can impact your purchasing power and investment strategy.
Read MoreThe IRS has announced contribution savings limits for retirement savings accounts for 2025.
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On this episode of Finance in a Flash, John sits down with Beacon’s newest team member, Dave Trettel. Tune in to learn more about Dave as he shares insights into his personal life, his professional journey in financial planning, and his experiences since joining the Beacon team. We hope you enjoy getting to know Dave!
Read MoreCheck out this recent webinar where Chip, John, and Beacon's newest team member Dave sit down to discuss key topics in the investment markets throughout 2024, share valuable insights, and discuss the outlook for 2025.
Read MoreTarget Date funds have grown in popularity over the last decade especially inside employer benefit plans such as 401Ks. On the surface, they all seem to be exactly the same. First, you pick your fund based on your anticipated retirement date. Then you let the manager handle the rest – they utilize their glide path and make the portfolio more conservative as you approach retirement. While true, behind the scenes there are subtle differences that investors should be aware.
Read MorePortfolio rebalancing is an integral part of the investment management process. On this episode of Finance In A Flash, Chip and John sit down to talk about the concept of rebalancing and discuss the benefits of implementing a portfolio rebalancing strategy.
Read MoreChip and John sit down to discuss some of the highlights from Beacon’s most recent investment committee meeting!
Read MoreWe have received a number of inquiries from clients recently about Qualified Longevity Annuity Contracts (QLACs). As with most types of “financial solutions,” the attractiveness of QLACs is in the eye of the beholder. Let’s take a look under the hood!
Read MoreOn this episode of Finance in a Flash we welcome a special guest to the podcast. Stephanie Murray, Stephanie is Beacon’s Planning and Operations Manager. Stephanie is an Enrolled Agent—a federally licensed tax practitioner as well as a Certified Financial Planner™. John and Stephanie sit down and discuss important tax forms, the tax preparation process, and much more!
Read MoreBeacon recently hosted a live webinar for clients and friends where we discussed financial markets and year-end planning opportunities! Check out this webinar to get our take.
Read MoreWhen it comes to investing, the relationship between risk and reward has held steady over time. It is important for investors to understand this relationship when constructing an enduring portfolio.
Read MoreInvesting is as much a psychological journey as it is a financial one. While market dynamics, economic indicators, and personal preferences play crucial roles in investment decisions, understanding and managing behavioral issues is equally important.
Read MoreOn this episode of Finance in a Flash, Chip and John explore why we prefer mutual funds and ETFs versus individual stocks!
Read MoreOn this episode of Finance In A Flash, John interviews Beacon's Client Services Representative, Patrick Lamprey. We really hope you enjoy this episode and get to know more about Patrick as he talks about his personal life, how he got into financial planning, and his time here at Beacon so far!
Read MoreGetting married is one of the biggest decisions of any persons life. On this episode of Finance in a Flash, Chip interviews John to discuss making financial decision as newly weds.
Read MoreFor better or worse, the financial decisions that young adults make have an ongoing impact on their lives. On this episode of Finance in a Flash, Chip and John give some advice to recent graduates on how to build a solid financial foundation.
Read MoreMaking the decision to retire is a difficult one. On this episode of Chip and John discuss the moving parts, many unknowns and variables that are at play that can impact the outcome and ultimately the probability of a successful retirement.
Read MoreOn this episode of Finance in a Flash, Chip and John discuss a few situations that might warrant selling an investment and some rules of thumb to consider when deciding on whether to sell an investment!
Read MoreIs it best to contribute to your company sponsored 401k plan, a Roth IRA, or a personal brokerage account? The answer depends on many factors. Chip and John hash out some of those factors on this episode of Finance in a Flash!
Read MoreWhen it comes to taking account distributions, which account is best - IRAs, Roth IRAs, Brokerage accounts or 401k plans? Chip and John discuss tax strategies and other considerations to take into account when deciding which account to take a distribution from!
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