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17 Nov 2022 An Invitation to Give: Raleigh Rescue Mission

Posted at 19:38h in The Friday Brief by Jared Korver, CPA, CFP®

I have spent a fair amount of time on this blog writing about giving, and I can guarantee more of the same for as long as I have log-in credentials to the website. But today I'm not going to do any lecturing or cajoling. I simply...

10 Nov 2022 Desires pretending to be needs

Posted at 14:28h in The Friday Brief by Jared Korver, CPA, CFP®

Last week Seth Godin wrote a blog that was short enough and good enough that I won't bother trying to paraphrase: Habits are not needs It’s easy to imagine that they are, as it lets us off the hook as habits become negative, or even addictions. If someone...

03 Nov 2022 When There’s a Will, There’s Your Way

Posted at 17:22h in The Friday Brief by Ellen Martin

As I write, my college friends are scheming about how, when, and where to go see Taylor Swift in concert on her newly announced tour. We have some strong wills, pent up desire from a concert-less past few years, and I have no doubts that...

27 Oct 2022 Are You Averse to Adverse Market Conditions?

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

Yesterday, I logged into the Schwab website to inspect the damage the recent bear market had inflicted on my portfolio. It was just as I expected, down about 18% year to date. As I reviewed my accounts, I thought of you. At Beacon, we invest...