Blog

September felt like one of those months when the hits just kept coming. The stock market continued declining from mid-August’s high to set a new intra-year low on September 30. Hurricane Ian wreaked havoc in the Caribbean and the southeast US. Queen Elizabeth II passed...

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...

If you are approaching a four-way intersection in the U.S., one that does not have traffic lights, the most common way to deal with the conflict between cars travelling in intersecting directions is to have one stop sign at each crossing. The four-way stop is...

For some reason, people love to ask the question, “Who cooks dinner in your household?” As much as I love to cook, I don’t enjoy the planning process one bit. I want cooking to be a creative outlet but as soon as I attempt to...

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...

In September of 2014, Amy and I bought our first house. I had just quit a (higher-paying) job at a Big 4 accounting firm to come work at Beacon that spring, and without knowing much of anything about buying a house, we bought one: 955...

Often in financial planning, one seemingly simple decision has ripple effects into other elements of your financial life that may not be obvious from quick glance. Sometimes the impact is more immediate and shows up on this year’s tax return. Other times the impact shows...