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Latest Posts

  • 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 ...

  • 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, &#8220...

  • The most frequent response I hear from people when I mention having two boys in daycare is, “Just imagine the instant raise you’ll get whe...

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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.