Logo Logo Logo Logo Logo
  • Home
  • About
    • Our Team
    • Our Philosophy
    • Ideal Clients
    • Our Services + Pricing
  • Let’s Talk
  • Blog
  • Client Portals
  • Home
  • About
    • Our Team
    • Our Philosophy
    • Ideal Clients
    • Our Services + Pricing
  • Let’s Talk
  • Blog
  • Client Portals

22 May 2025 The G.O.P. Tax Bill: What We Know So Far

Posted at 12:40h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

The G.O.P. has put forth the framework of a tax bill designed to extend the tax cuts President Trump enacted during his first term. The Tax Cut and Jobs Act (TCJA), passed in November of 2017, was a significant restructuring of the tax code: standard...

Read More

10 Apr 2025 Uncertainty, Optimism, and Pausing Tariffs

Posted at 13:30h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

On December 31st, 2024, Karen Langley wrote a piece in the Wall Street Journal titled, "Stocks Cap Best Two Years in a Quarter Century," which feels like it could have been written a quarter century ago. As I start to write this (it's Wednesday morning),...

Read More

06 Mar 2025 What’s the ROI of Working With a Financial Advisor?

Posted at 07:05h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Over the years, there have been a few attempts to quantify the value of working with a financial advisor. Clearly, not an easy task. Clients are different, financial advisors are different. That variability makes measurement difficult. In 2001, Vanguard published a paper titled Vanguard's Advisor...

Read More

06 Feb 2025 The Future of Social Security

Posted at 13:35h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

It's no secret that Social Security is in trouble. For years, the annual report prepared by the Board of Trustees for the Federal OASDI (Old-Age, Survivors and Disability Insurance) program has warned us that the trust fund that bridges the gap between benefits paid...

Read More
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14
  • 15
  • 16
  • 17
  • 18
  • 19
  • 20
  • 21
  • 22
  • 23
Subscribe
* indicates required
Latest Posts
  • It Takes a Scammer May 29, 2025
  • The G.O.P. Tax Bill: What We Know So Far May 22, 2025
  • Is Your 401(k) Too Boring? May 15, 2025
  • A Key Trait for Financial Success May 6, 2025
  • Taxes are (maybe) done – now what? May 1, 2025

Most Popular
  • Shooter McGavin and the “Secret of the Pros.” 12.2k views
  • Cheat Codes (up, up, down, down, left, right, left, right, B, A, Start) 8.9k views
  • $1M or a Penny That Doubles For 30 Days? 3.7k views
  • Should Young Couples Buy or Rent Their First Home? 3.5k views
  • The Success Mechanism Within You 2.4k views

Blog Archive

Customer Relationship Summary

Privacy Policy

Proxy Voting

Disclosure Information

Beacon’s ADV Brochure

1633 Glenwood Avenue
Raleigh, NC 27608

Office: 919-821-5225
Fax: 919-821-1033

© Beacon Wealthcare. All Rights Reserved. | Site by A New Machine