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03 Feb 2022 What Tax Forms Should You Expect To Receive?

Posted at 14:40h in The Friday Brief by Geoff Hall, CFP®, RICP®

Like it or not, on Monday, January the 24th, the Internal Revenue Service announced the start of our nation's tax season. That's the date when the IRS began accepting and processing 2021 tax year returns. Of all the seasons we could pick from--the holiday season,...

27 Jan 2022 Stock Market and Beacon Portfolio Updates

Posted at 21:29h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Through Wednesday, January 26th, the S&P 500 index is down 8.7%, which, obviously, is not a great start to the year. (Average January returns going back to 1980 are +.82%.) While prices are down, volatility is up: we've already had 6 trading days where the...

20 Jan 2022 “Buy Things, Not Experiences”

Posted at 20:55h in The Friday Brief by Jared Korver, CPA, CFP®

I have since early childhood been fascinated by the idea that you can use something for a long, long time. The origin of that fascination, as best I can tell, is the fact that the house I was raised in was built in 1890. And...

13 Jan 2022 Life is Pure Adventure

Posted at 20:48h in The Friday Brief by Ellen Martin

Every January, we are inundated with articles on New Year’s Resolutions and starting fresh, which sounds especially appealing after the past two chaotic years. One root of the word resolution is resolve, or having a strong determination...