We are proud to announce that Kelli Grew, CERTIFIED FINANCIAL PLANNER™, was awarded as a Cape & Plymouth Business Media 40 under 40 2022 Honoree on Thursday
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By now you know that market timers and traders were spooked once again, causing a downward ripple across the U.S. investment markets.
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This month's featured non-profit is Leadership Cape Cod.
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We are proud to announce that our Vice President of Operations & Client Services, Katie Brennan Kane, is celebrating her 8th year with Beacon Financial Planning
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This month's featured non-profit is the Animal Rescue League of Boston. How can you help animals in need?
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Kelli Grew, CFP at Beacon Financial Planning, announced as a 40 Under 40 Honoree
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Beacon Financial Planning was recently announced as SCORE's Small Business of the Year and also named as a Top 3 Finalist for Cape Cod's Best Financial Planning
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Celebrate with SCORE Cape Cod & the Islands and Beacon Financial Planning at the 29th SCORE Small Business Awards on 10/26.
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We can agree with Nick Murray who says, "Volatility produces a temporary loss that only an investor can make permanent."
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I bonds, which offer both a fixed rate of return + an inflation adjusted rate sound like a dream, but as with any investment vehicle, there are pros + cons.
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If we are not in a bear market yet, we're getting pretty close. The definition is a 20% downturn or more over at least a two-month period of time.
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During my 24 years as a financial planner, I have seen parents make choices that compromise their retirement or future financial goals.
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