Finding Your Balance
As I write this post, the S&P 500 and DOW Jones are reaching new all-time highs. Would you have believed me if I told you that back at the end of ...
06 August, 2026
We help you make great decisions.
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Latest Posts
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The Best Is Still Ahead, The Worst Is Still Nearby
About a year ago, I wrote a Friday Brief called The Best Ahead, The Worst Nearby. It was inspired by Morgan Housel’s observation that successful...
29 July, 2026 -
How To Set Up a Trump Account
Trump Accounts are officially available to be opened and contributed to as of July 4, 2026. As a recent new parent, I wanted to look into what I would...
23 July, 2026
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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.