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09 Apr What I Hope My Daughter Learns

Posted at 14:28h in The Friday Brief by Daniel Logan, CFP®

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 many thoughts running through my mind. Do we have everything we need? If not, Amazon is...

26 Feb The Quad God, Blue Owl Capital, and the Cost of Potential

Posted at 16:28h in The Friday Brief by Daniel Logan, CFP®

If you are like many of us in the Beacon office, you have been enjoying the Winter Olympics over the last few weeks. Whether it was bobsledding, speed skating, or one of the many other thrilling events to watch, there was plenty going on in...

29 Jan The Year to Charitably Give

Posted at 13:44h in The Friday Brief by Daniel Logan, CFP®

For most people, the turn of the calendar to a new year brings many thoughts of goals and aspirations. But if you’re in the financial world, you start to think about tax law changes that are applicable for the year. We had several briefs last...

04 Dec ‘Tis the Season to Be Patient

Posted at 15:54h in The Friday Brief by Daniel Logan, CFP®

With Thanksgiving now in the rear window, we are firmly in the Christmas season. This time of year is associated with a range of emotions, from pure joy and excitement to stress and busyness. One thing that’s impossible to miss are the invitations to spend...