Posts tagged investments
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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Finance In A Flash: Mid-Career Professionals: Investment Strategies

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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Headline Risk

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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Establishing Your Emergency Fund Target

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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Why Haven't Stocks Declined More This Year?

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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