The Magic Question for Charitable Giving
October arrived with a vengeance and brought literal tornadoes to Raleigh. It has also brought the metaphorical kind: school routines in full swing, f...
15 October, 2026October arrived with a vengeance and brought literal tornadoes to Raleigh. It has also brought the metaphorical kind: school routines in full swing, f...
15 October, 2026Lately, I’ve been thinking a lot about expectations. Specifically, how much they can influence our level of satisfaction with our lives. So much of wh...
07 October, 2026It seems that everywhere you turn right now you run into discussions of AI. Whether it be the long-term implications of AI, the investment thesis, the...
30 September, 2026We 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.