People Aren’t Bored Anymore
Almost exactly two years ago I wrote a blog entitled NFTs, SPACs, WSB, and the Problem of Boredom. The purpose of the blog was to point to the absurd ...
23 March, 2023
We help you make great decisions.
Plain and simple. Interested?
Latest Posts
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Is My Money Safe?
It’s a reasonable question to ask. One that is most often asked during times of stock market volatility like we experienced during last yearR...
16 March, 2023 -
529-to-Roth IRA Transfers
If the goal is to save for college, there isn’t a better vehicle than the 529 plan. Because of their unique combination of tax benefits, which v...
09 March, 2023
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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.