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02 Jan 2015 How Much of Your Portfolio is in the Stock Market?

Posted at 14:11h in The Friday Brief by Geoff Hall, CFP®, RICP®

2014 marked another good year for the stock market. With a 13.7% gain including dividends, the S&P 500 finished in positive territory for the sixth year in a row. The market never goes up in a straight line and 2014 was no different. Several major geopolitical events including Ebola, ISIS, plummeting oil prices and the Russian invasion of Ukraine caused volatility during the year. In fact, the S&P 500 fell 7.2% from its September 18 peak before bouncing back in late October and November. Here's a chart of the S&P 500's 2014.

26 Dec 2014 A 2015 Resolution

Posted at 15:39h in The Friday Brief by Sam Bass Jr.

As 2014 draws to a close, we remember its challenges, victories, and defeats, but when we reflect more deeply, we realize how important are the relationships we shared them with. Accomplishments mean little if we cannot enjoy them with our friends. And challenges become more bearable with the support of those who care.

19 Dec 2014 Two Things: “Thank You” and Haiku

Posted at 15:29h in The Friday Brief by Jared Korver, CPA, CFP®

Sketch by Carl Richards of Behavior Gap We have so much to be thankful for here at Beacon, and in the very center of that sense of gratefulness is You. We consider ourselves blessed to be in the position of walking alongside you as you craft a...

12 Dec 2014 Is Your Financial House in Order?

Posted at 13:46h in The Friday Brief by Sam Bass Jr.

Which of the following do you believe is the most important aspect of ensuring the quality of your financial future?

A. Saving diligently B. Working longer D. Achieving better-than-market returns E. Designing an efficient well-allocated portfolio F. Excellent financial planning G. Winning the lottery H. None of the above