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08 Dec 2022 A Garden is Hard Work

Posted at 11:42h in The Friday Brief by Geoff Hall, CFP®, RICP®

When I was a kid, some of my favorite books were from the Frog and Toad series by Arnold Lobel. Each book contains five silly, yet profound, stories about a tall, green, easy-going frog and a short, more serious, and sometimes neurotic, toad. The stories...

27 Oct 2022 Are You Averse to Adverse Market Conditions?

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

Yesterday, I logged into the Schwab website to inspect the damage the recent bear market had inflicted on my portfolio. It was just as I expected, down about 18% year to date. As I reviewed my accounts, I thought of you. At Beacon, we invest...

29 Sep 2022 Don’t Panic

Posted at 17:10h in The Friday Brief by Geoff Hall, CFP®, RICP®

Sam published the first Beacon Investment Management Friday Brief on June 1st, 2001. At the time, we were experiencing the bursting of the Dot-com bubble and, though Sam didn't know it at the time, our country was just 3 months away from the September 11...

01 Sep 2022 Safety Sam

Posted at 13:33h in The Friday Brief by Geoff Hall, CFP®, RICP®

Last week, as I was helping a friend prepare to buy a house, I was reminded of how tedious the process of closing a home loan can be these days. If you've taken out a new mortgage or even refinanced your existing one within the...