The Weekend Reader

Thank you for checking in. We’ve included a few of the articles we’ve come across this week we thought you might enjoy. Please let us know if there are areas you would like added to our mix.

Economy and Business

Dollar, Shares Gain After U.S. Jobs Data Pleases Investors

Personal Finance

See If You Can Ace This Personal Finance Quiz That 86% Of Americans Could Not

What Is An ETF?

The 1-2-3s of 529 Plans

Great Ted Talks

A Positive Outcome From Keeping Up With The Joneses

Geoff Hall, CFP®, RICP®
[email protected]

For nearly three decades, I’ve had the privilege of guiding families with what we at Beacon call real planning, sensible investing, and meaningful advice—so that money can truly be a blessing, not a burden. I consider it an honor to walk alongside my clients through both the ups and downs of the markets and the seasons of life. At home, I’m grateful for a life full of love and adventure. My wife, Crystal, and I have been married for 13 years, and together we’re raising our two kids, Cooper (11) and Rhodes (9). When I’m not with them, you might find me serving downtown at our church, pushing my limits on a mountain bike, or catching up with a friend over coffee in Raleigh’s Five Points area. Both personally and professionally, I’ve found that the best journeys are built on trust, relationships, and perspective. That’s why I’m passionate about helping families plan wisely and invest intentionally—so they can live generously and focus on what matters most.