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07 Apr 2022 SECURE Act Clarifications, and a Secure Act 2.0?

Posted at 17:36h in The Friday Brief by Ellen Martin

Legislation nicknamed the “Secure Act 2.0” made its way through the House of Representatives last week and was sent to the Senate, where it also has bipartisan support. This bill originally was introduced back in October 2020, so it’s been around for a while on...

31 Mar 2022 Is Your Cash Covered?

Posted at 14:01h in The Friday Brief by Geoff Hall, CFP®, RICP®

Today's Friday Brief may not apply to everyone who reads it at this exact moment in time. In fact, it may be that it's not applicable to some people who choose to read it at any point during their lifetime. After all, $250,000 sure sounds...

24 Mar 2022 This Correction Was Entirely Normal

Posted at 12:32h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Earlier this year, the S&P 500 experienced a "correction," defined as a drop of 10% or more from a previous high. It has rebounded slightly since then, but at its worst was down roughly 13%. In fact, the high point of the last 12 months...

17 Mar 2022 Your Portfolio Is A Bunch of Metal Parts

Posted at 18:05h in The Friday Brief by Jared Korver, CPA, CFP®

I have a simple dream for Beacon's clients, and it is this: That each one, over time, would think less and less about their portfolio, or at least that they would start to think of it as a collection of metal parts that just needs...