Investments

Dow, S&P, Nasdaq All Rise
March 19, 2019

The Week on Wall Street The big story last week was the sudden grounding of Boeing 737 Max 8 and 9 passenger jets in dozens of countries. The financial effects of this ban could potentially impact the airline industry and segments of the economy for months.[1] While the news created a headwind for the Dow …

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The Investment Risk No One’s Ever Heard Of
March 18, 2019

Knowledgeable investors are aware that investing in the capital markets presents any number of risks – interest-rate risk, company risk, and market risk. Risk is an inseparable companion to the potential for long-term growth. Some of the investment risks we face can be mitigated through diversification.[1] As an investor, you face another, less-known risk for …

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5 Social Security Changes Could Affect Your Retirement
July 31, 2018

Adjustments to Social Security went into effect on January 1, 2018 and they can impact those who have already retired or who are approaching retirement. The key highlight is the shifting age for full retirement.

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6 Common Retiree Scams
June 15, 2018

Knowing retirees have been careful financial planners, predators tailor their schemes to lure seniors into their trap. Being aware of the following common schemes can keep you protected.

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We’re Offically Open For Business!
February 5, 2018

We are officially moved into our new location and are open for business! Please update our contact information with our new address but know our emails, fax numbers, and phone numbers are the same.

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Benefits of a Financial Advisor
January 9, 2018

Many people approaching retirement, or who are already retired, often wonder if they really need a financial advisor to manage their portfolio. There are numerous benefits to trusting a professional advisor with your future financial plans.

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Holiday Greetings from Our Family to Yours
December 21, 2017

As the year comes to a close, we take a moment to reflect on 2017 and how blessed we are to work alongside such fantastic people!

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3 End of Year Financial Considerations
December 15, 2017

Amidst the Holiday hustle and bustle, it’s easy to neglect your financial portfolio. Here are 3 things you should consider as the year comes to a close.

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We Are So Thankful For You!
November 23, 2017

So many of you thank us for our guidance as we formulate your financial plans, outline your healthcare choices, clarify Medicare options, and assist you in securing deserved VA benefits through the Aid & Attendance program. Truthfully, we are so thankful for you! The trust and confidence you have in the Beacon Associates team means the world to …

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Thank You Veterans
November 13, 2017

To All Veterans Who Have Served Our Country and Defended Our Freedom THANK YOU Beacon Associates is proud to serve veterans and their spouses in their financial planning. We are especially passionate about helping veterans as they apply for deserved benefits through the Improved Pension with Aid and Attendance Benefit program.If you are a veteran and are unsure …

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