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Latest Posts

  • A few weeks ago, I wrote about the G.O.P. tax bill that had recently cleared the House. It contained a provision scheduled to go into effect in 2026 t...

  • Last summer I sort of obliquely touched on my hatred of online sports betting, but as the problem has only gotten worse and I have only gotten more di...

  • To know me is to know how much I love dogs. We have an almost 8-year-old Brittany named Ollie and love him dearly. Baker and Graham are obsessed with ...

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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.