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Latest Posts

  • I recently read an article on the Psychology Today website titled “I Just Retired. Why Am I Unhappy?” by Katherine King, Psy.D. In her pie...

  • A recent The Wall Street Journal article was shared in the Friday Brief email a few weeks back: His Ex Is Getting His $1 Million Retirement Account. T...

  • Repeat after me: Cash. Is Not. An Investment.  In this moment, when you can get a risk-free 5% while inflation sits around 3% (and when for more than ...

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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.