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11 Sep 2024 Investing During An Election Year

Posted at 15:21h in The Friday Brief by Geoff Hall, CFP®, RICP®

Late Monday afternoon, during a Beacon team meeting, I realized it was my turn to write the Friday Brief. Normally, I have a few ideas in mind, but this time, I had nothing. I admitted to Ryan, Ellen, Daniel, and Jared that I was stuck....

13 Aug 2024 Don’t Let Fear-Driven Headlines Control Your Financial Decisions

Posted at 16:57h in The Friday Brief by Geoff Hall, CFP®, RICP®

Last Monday morning, while on vacation with my family, I fell into one of the oldest traps in financial media. Despite knowing better, I opened the CNBC app on my phone to "check in" on the stock market. The top headline screamed, "DOW PLUNGES MORE...

17 Jul 2024 A Different Kind Of Retirement Plan

Posted at 20:21h in The Friday Brief by Geoff Hall, CFP®, RICP®

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 piece, Dr. King discusses how transitioning into retirement can be emotionally challenging due to factors such as boredom, loneliness, and unmet...

18 Jun 2024 Beacon Summer 2024 Reading List

Posted at 13:42h in The Friday Brief by Geoff Hall, CFP®, RICP®

Asking people about the books they're reading can spark some of the best conversations and reveal fascinating insights. Most people enjoy sharing their current reads and are happy to chat about them. With that in mind, we thought it would be fun to share some...