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11 Sep Alfred Nobel’s Obituary

Posted at 11:52h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

You may remember that back in June we sent out the Beacon Summer Reading list. It's something we've done the past few years and this summer my selection was "The Mysterious Case of Rudolf Diesel: Genius, Power and Deception on the Eve of World War...

07 Aug The Perfect Time to Invest

Posted at 14:22h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

The S&P 500 has covered a lot of ground this year. After rising more than 4.5% through the first seven weeks, it stalled out as investors braced themselves for President Trump's early-April tariff announcement. As we all remember, the tariffs were significantly higher than expected,...

26 Jun How “Trump Accounts” Might Work, And Are They Any Good?

Posted at 13:01h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

A few weeks ago, I wrote about the G.O.P. tax bill that had recently cleared the House. It contained a provision scheduled to go into effect in 2026 that would create what are called "Trump Accounts" (The House bill called them "MAGA Accounts," but the...

22 May 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...