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16 Feb 2023 Helpful 2022 Tax Information

Posted at 13:37h in The Friday Brief by Geoff Hall, CFP®, RICP®

Do you have a favorite season? Would you choose winter, spring, summer or fall? Or perhaps the holiday season, beach season or football season? Whatever your choice, I suspect that tax season is near the bottom of your list. Like it or not, on Monday,...

09 Feb 2023 Happy Money

Posted at 14:41h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

The question of what makes a happy life has been talked about a lot lately thanks to the release of the book, "The Good Life," which summarizes the 85-year-long (and counting) Harvard Study of Adult Development. What the book says, and the study found, is...

02 Feb 2023 No Such Thing As Easy Money

Posted at 16:05h in The Friday Brief by Jared Korver, CPA, CFP®

It seems to me that the most devastating, most commonly sold lie in finance is that something can be got for nothing. That the hard work can be skipped, that the process can be short-circuited, that no-pain can in fact lead to solid gains. This is an...

26 Jan 2023 The Intersection of Market Narratives and Personal Responses

Posted at 19:20h in The Friday Brief by Ellen Martin

The Beacon office is located within the heart of Five Points neighborhood in Raleigh, appropriately named after the five-pointed intersection of Glenwood Avenue and neighborhood roads. That intersection is known for having confusing traffic patterns, speeding cars, distracted pedestrians, and unfortunately, many accidents. You need...