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Latest Posts

  • If you are in the market for some excitement and exoticism in your boring old 401(k), then boy was this a good week of headlines for you. First there ...

  • Last week, I was listening to a podcast featuring one of my favorite financial writers, Morgan Housel, when he shared a moment that stuck with me. He ...

  • For those of us with 2024 taxes in the rearview mirror, now is a great time to think about your tax outcome and consider a few questions to set yourse...

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We are an SEC registered investment advisory firm located in beautiful Raleigh, NC in an early 20th century house we renovated in the spring of 2017. We feel it's an inviting setting for meaningful conversations about financial life plans. Click below to read more about the Beacon Philosophy.