Portfolio 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 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 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!
Read MoreOn this episode of Finance in a Flash Chip and John sit down to discuss, tax-efficient investing and the importance of “Asset Location.” Chip and John talk about which types of investments should be held in which accounts and why that may vary based on your stage in life.
Read MoreOn this episode of Finance in a Flash, Chip and John give an update on the economy and financial markets. Chip and John talk about the Federal Reserve, Inflation, the market, and much more!
Read MoreOn this episode of Finance In A Flash, Chip and John discus Money Markets! We dive into what a Money Market is, FDIC limits, what role Money Market accounts play, and so much more!
Read MoreOn this episode of Finance In A Flash, we wrap up our series on Estate Planning by discussing common types of trusts. Chip and John briefly discuss several common types of trusts, their objectives, pros and cons, and tax and estate implications!
Read MoreOn this episode of Finance In A Flash, we continue our series on Estate Planning by discussing Revocable Living Trusts. Chip and John discuss key components of a Revocable Living Trust including: the primary purposes, how they are handled from a tax perspective, and other reasons to consider this estate planning tool!
Read MoreOn this episode of Finance In A Flash, we continue our series on Estate Planning by discussing Probate. Chip and John discuss what probate actually means, the assets included in the probate process, what assets are NOT included in the probate process, and so much more!
Read MoreOn this episode of Finance in a Flash, Chip and John kick off our series on Estate Planning. We discuss asset titling and the importance of understanding how different assets are titled!
Read MoreIn this episode of Finance in a Flash, Chip and John give an update on the economy and financial markets. Chip and John talk about the performance of various investment categories, inflation, planning opportunities and more.
Read MoreThis is a replay of our most recent webinar: "End of Year Tax Planning Strategies". During this webinar, Beacon’s team will provide important updates on 2021 tax laws and discuss several “Tax Planning Strategies” including: Tax-Loss Harvesting, Charitable Gifting, Roth Conversions, Maximizing Retirement Plan Contributions.
Read MoreOn this episode of Finance In A Flash, we continue our series on Mid-Career Professionals by discussing Insurance. Chip and Nick discuss what types of insurance you should consider as a Mid-Career Professional, and what you should think about when determining how much insurance to purchase.
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