Kelli Grew, CFP discusses Mutual Funds
Submitted by Beacon Financial Planning of Cape Cod, Inc. on April 14th, 2020Wednesday, April 15th, 2020
Blog
Investing is different than speculating
Submitted by Beacon Financial Planning of Cape Cod, Inc. on April 14th, 2020|
Tuesday, April 14th, 2020 |
Kelli Grew, CFP discusses T. Rowe Price's Capital Appreciation
Submitted by Beacon Financial Planning of Cape Cod, Inc. on April 9th, 2020Wednesday, April 8th, 2020
Investing with emotions can be costly
Submitted by Beacon Financial Planning of Cape Cod, Inc. on April 7th, 2020Tuesday, April 7th, 2020
Investing with emotions can be costly. Investors tend to buy high and sell low as they invest more in a rising market and pull money out in a falling market.
An Update from Michaela: Case Fatality Rate + Education Tools for Kids
Submitted by Beacon Financial Planning of Cape Cod, Inc. on April 6th, 2020Monday, April 6th, 2020
A new message from Katie: BFPCC online access & tools
Submitted by Beacon Financial Planning of Cape Cod, Inc. on April 3rd, 2020Friday, April 3rd, 2020
Good Morning & Happy Friday,
Click on the video link below to hear Katie's latest video focusing on a few housekeeping items. As our team continues to work remotely from home for the foreseeable future, we need to rely heavily on the technology that is available to us and to you.
We are here for the volatility, we need to stick around for the reward
Submitted by Beacon Financial Planning of Cape Cod, Inc. on April 2nd, 2020Thursday, April 2nd, 2020
Staying the course does NOT mean do nothing
Submitted by Beacon Financial Planning of Cape Cod, Inc. on April 2nd, 2020Wednesday, April 1st, 2020
Happy April! Today's video from Kelli Grew, CFP discusses how your income level and the timing of when you file your 2019 taxes may impact the amount you receive from the COVID19 stimulus package. We encourage you to discuss this topic with your CPA.
Oakmark International Update from Michaela
Submitted by Beacon Financial Planning of Cape Cod, Inc. on March 31st, 2020Tuesday, March 31st, 2020
Today's video from Michaela focuses on an update for Oakmark International and how Oakmark Manager David Herro invests with conviction.
"Herro's willingness to stand fast and even buy more when others recoil has been a cornerstone of his approach for nearly 28 years." - Dan Colton, MorningStar
A message from Investment Committee Member Katie Brennan Kane
Submitted by Beacon Financial Planning of Cape Cod, Inc. on March 27th, 2020Friday, March 27th, 2020
Click here to watch BFPCC's latest video from Investment Committee Member Katie Brennan Kane
