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13 Oct 2022 “All The Personal Finance Books Are Wrong”

Posted at 15:22h in The Friday Brief by Jared Korver, CPA, CFP®

That's the title of a September article by Derek Thompson at The Atlantic. It's provocative enough on its own, but wait until you read the subtitle: "They tend to treat their readers like fools without willpower. So you could argue that they’re wrong for the...

06 Oct 2022 On Being Weary

Posted at 19:58h in The Friday Brief by Ellen Martin

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...

29 Sep 2022 Don’t Panic

Posted at 17:10h in The Friday Brief by Geoff Hall, CFP®, RICP®

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...

22 Sep 2022 How Americans Spent Their Money in 2021

Posted at 15:46h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Each year, the Bureau of Labor Statistics releases the findings of their Consumer Expenditure Surveys (CE), which track the earnings and expenditures of American households. The first survey was done in 1888, though it didn't become an annual tradition until 1984, and is packed with...