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
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Latest Posts
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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 -
Beacon Summer 2026 Reading List
I know that we are already half-way through summer, but books are at the front of my mind because next week I’ll be at the beach and may actuall...
16 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.