Investments

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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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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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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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.
Read MoreWe 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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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.
Read MoreAs 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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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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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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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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