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06 May A Key Trait for Financial Success

Posted at 14:49h in The Friday Brief by Geoff Hall, CFP®, RICP®

Last week, I was listening to a podcast featuring one of my favorite financial writers, Morgan Housel, when he shared a moment that stuck with me. He recalled asking Daniel Kahneman—the renowned psychologist and co-recipient of the Nobel Prize in Economics—what trait matters most for...

01 May Taxes are (maybe) done – now what?

Posted at 17:16h in The Friday Brief by Ellen Martin

For those of us with 2024 taxes in the rearview mirror, now is a great time to think about your tax outcome and consider a few questions to set yourself up well for 2025. Perhaps you owed more than you planned, and had to dip...

24 Apr Needs vs. Wants: The Tariff Tango

Posted at 14:00h in The Friday Brief by Daniel Logan, CFP®

We recently had a conversation in the Beacon office that I imagine many people around the country are having: are there any purchases that you may speed up to avoid higher prices from tariffs? The general consensus was that no one was rushing to make...

10 Apr Uncertainty, Optimism, and Pausing Tariffs

Posted at 13:30h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

On December 31st, 2024, Karen Langley wrote a piece in the Wall Street Journal titled, "Stocks Cap Best Two Years in a Quarter Century," which feels like it could have been written a quarter century ago. As I start to write this (it's Wednesday morning),...