Blog

Yesterday, I had one of those wonderful opportunities to share life-changing news with a new client. I'll call her Mary. During two prior meetings, Mary had shared how difficult her job was and how she would love to change to a less stressful and more...

On January 26th, markets abruptly exited the smooth freeway we had grown so accustomed to for a rocky cross-country romp that may continue for some time. The uncertainty of trade wars, Federal Reserve interest rate tightening,  and possible inflation have replaced the confidence of tax...

You have brains in your head and feet in your shoes You can steer yourself any direction you choose. You’re on your own and you know what you know And you are the one who’ll decide where to go. Dr. Seuss Sometimes the day...

Here's a five-minute exercise that just might, if you participate, change your life. Write down at least three things you feel you must do at this stage in your life . . . Now write down at least three enjoyable things you would do more of if...

“Ticking away the moments that make up a dull day You fritter and waste the hours in an offhand way Kicking around on a piece of ground in your home town Waiting for someone or something to show you the way” Pink Floyd, “Time” The concept of the finite...

We are pleased to introduce you to Ryan Smith, who joins our Beacon family as a talented Wealth Advisor. Ryan brings 12 years' experience as a wealth advisor, practicing most recently with a local firm and earlier in his hometown of Boston, Massachusetts. Growing up on the...