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19 Sep 2024 Get a Helmet

Posted at 19:51h in The Friday Brief by Ellen Martin

I grew up watching Boy Meets World on ABC’s TGIF lineup like many millennials. One of the show’s promo videos must have included a clip with a scene with the line, “Life’s tough, get a helmet,” with the clearness I can still see it in...

11 Sep 2024 Investing During An Election Year

Posted at 15:21h in The Friday Brief by Geoff Hall, CFP®, RICP®

Late Monday afternoon, during a Beacon team meeting, I realized it was my turn to write the Friday Brief. Normally, I have a few ideas in mind, but this time, I had nothing. I admitted to Ryan, Ellen, Daniel, and Jared that I was stuck....

05 Sep 2024 Caregiving

Posted at 13:59h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

The September issue of the Journal of Financial Planning (JFP) has a sole focus: How to help the aging and those who are caring for them. The Journal isn't alone in tackling this issue, of course, and for good reason: the United States is getting...

28 Aug 2024 Mind the Investor Gap

Posted at 19:01h in The Friday Brief by Daniel Logan, CFP®

Jason Zweig of The Wall Street Journal is one of my favorite financial writers. Zweig recently wrote a piece that hit home for me: Messing Up the Closest Thing to a Sure Thing in the Stock Market. While the entire article could be quoted, I...