Beacon Wealthcare |

19 Nov 2025 Supporting Raleigh Rescue Mission

Posted at 18:22h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Driving the kids to school a few days ago, Jack said, "Dad, can you believe we're already halfway through November?" I responded by pointing out that school started three months ago, and neither of us could believe it. The old saying that "the days are...

13 Nov 2025 Let Your Portfolio Cook, And Other Thoughts

Posted at 15:31h in The Friday Brief by Jared Korver, CPA, CFP®

The job of an NBA General Manager is to construct the best roster of basketball players available given the money constraints of the team owner. Once the roster is there, you let them cook, as the kids say. They have to play the game, and...

06 Nov 2025 Advice from The Beanie Baby Handbook

Posted at 19:10h in The Friday Brief by Ellen Martin

On a recent trip to my parents’ house, I found The Beanie Baby Handbook – 1998 Edition, available exclusively through Scholastic school markets. This unofficial guide packs in collector tips, trivia, and a directory of the current and retired collections. Like any good investment prospectus, this...

27 Oct 2025 7 Smart (and Slightly Spooky) Year-End Money Moves

Posted at 17:46h in The Friday Brief by Geoff Hall, CFP®, RICP®

Before 2025 slips into the shadows, take a few minutes to shine a flashlight on your finances. These spooky yet sensible money moves can help you wrap up the year wisely and prepare for what lurks around the corner in 2026. 1. Exorcise Unchecked Contributions in...