What I Hope My Daughter Learns
As I sit here writing this Brief, my wife and I are on the precipice of welcoming our first child into the world, a baby girl. Naturally, there are ma...
09 April, 2026
We help you make great decisions.
Plain and simple. Interested?
Latest Posts
-
-
Geopolitics Revisited
Almost exactly two years ago, I wrote about the impact of geopolitics on investing. At the time, Russia’s invasion of Ukraine was a little over ...
26 March, 2026 -
How Not To Be A Burden
A common refrain I hear from clients is: “I don’t want to be a burden to my children.” Most of the time what folks mean by this is, “...
19 March, 2026
Our Home
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.