Check 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.
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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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Chip and John sit down to discuss some of the highlights from Beacon’s most recent investment committee meeting!
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Investing 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.
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On this episode of Finance In A Flash, we continue our series on Mid-Career Professionals by discussing Investments. Chip and Nick discuss how you can maximize your investment strategy as a Mid-Career Professional, as well as the different types of investment accounts you should consider.
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Do you have a well-defined investment philosophy? Is your philosophy grounded in academically proven research, or is it influenced by recent events, the media, or individuals promoting an investment product?
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While the US hasn’t experienced a period of high inflation since the late 1970s, is it possible that we are in the beginning stages of an inflationary cycle?
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Here is a replay of our June 17th, 2021 webinar! During this webinar, Beacon’s Investment Team provides their unique perspective on a wide range of investment related topics including…
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Should your portfolio be invested in dividend paying stocks during retirement? This answer always varies, but for most the answer is NO! Let us explain…
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In today’s connected world, headline risk is everywhere! As harmless as headline risk may seem, it can represent a huge deterrent in making progress towards long term financial goals.
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Who would have ever expected a rebound of historic proportions in stocks? However, since March 23rd—the height of pandemic uncertainty—major stock indexes have advanced nearly 40%!
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Eliminating debt is a key factor in accumulating wealth, but is paying off your mortgage as soon as possible the best financial decision?
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Do you know the factors to consider when establishing an emergency savings account? How much cash is it appropriate to keep on hand in short term savings and money markets? Before we address the question, it is important to understand the important role cash plays in an overall financial plan.
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Doesn’t it seem like the stock market should be down more in 2020? This article takes a deeper dive into the numbers and it turns out that when using more diversified definition of “the market,” stocks have taken quite a hit this year.
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While both mutual funds and exchange traded funds (ETFs) can be effective tools when creating a diversified portfolio, it is important to understand attributes of each of these investment options.
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