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27 Jan Stock Market and Beacon Portfolio Updates

Posted at 21:29h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Through Wednesday, January 26th, the S&P 500 index is down 8.7%, which, obviously, is not a great start to the year. (Average January returns going back to 1980 are +.82%.) While prices are down, volatility is up: we've already had 6 trading days where the...

16 Dec What’s Your Gray Rhino?

Posted at 14:41h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

A few months ago, a 25-year-old Chinese company called Evergrande was all anyone could talk about, and not for any good reason. In fact, the question most commonly posed in regard to Evergrande was, "Is this China's 'Lehman moment'?" a reference to the now-defunct bank...

11 Nov There Are Two Kinds of Squirrels In This World…

Posted at 16:51h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

When you have a puppy that requires long walks 2-3 times a day, you notice a lot of things about your neighborhood you otherwise wouldn’t. For starters, there are a lot of dogs in my neighborhood, and more people have heat pumps than I would...

14 Oct The American Families Plan: Will You Pay More?

Posted at 13:43h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

The American Families Plan (AFP) is not yet law but we know what's in it, at least in its current form. (I wrote a summary of it a few weeks ago.) There's no guarantee the bill will survive the inevitable negotiations in the House and...