03 Mar 2017

Posted at 14:08h in The Friday Brief by

Graph from CarlsonTwo of the most important aspects of a good investment philosophy can be summed up by the following questions. 1) Is this strategy likely to work? 2) Will I be able to stick with this strategy for long periods of time throughout the inevitable ups and down of the stock market? At Beacon, we have a thoughtful, well-defined investment philosophy that we think answers both of the above questions in the affirmative.

06 Jan 2017

Posted at 14:05h in The Friday Brief by
When I was a little kid--probably 5 or 6--my dad started taking Hebrew lessons from a brilliant woman at Sandhills Community College named Vivian Jacobson. Originally from Chicago, Vivian and her husband Ralph had retired to Pinehurst, where they became--and remain--an integral part of the community, and more importantly, close friends of my family (as well as employers of yours truly--I spent many a Saturday doing yard and house work at the Jacobson house!).