Blog

Wednesday, 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. 

Tuesday, 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
 

Friday, March 27th, 2020

Click here to watch BFPCC's latest video from Investment Committee Member Katie Brennan Kane

Thursday, March 26th, 2020

In response to COVID 19, Federal tax forms and payments won't be due to the Internal Revenue Service until July 15 this year.  Please note: this applies to Federal taxes only.  You will need to check with your tax professional in regards to what your specific state requires.  

Wednesday, March 25th, 2020

Watch BFPCC's latest video from CFP, Kelli Grew, and you'll also get the chance to meet Beacon's newest addition, Kennedy. Kelli reminds us that uncertainty is what drives market volatility. 

Tuesday, March 24th, 2020

Today's video includes an update on how the world is working remotely, an update of the Case Fatality Rate and calm breathing tips.

Monday, March 23rd, 2020

Our BFPCC Investment Committee was on a webinar with JP Morgan today and wanted to share the following important insight with you. If you historically had a diversified portfolio of 60% Stocks and 40% bonds, it likely looks more like 52% Stocks and 48% bonds (as of Friday (3/20) making you already "more conservative."

Friday, March 20th, 2020

Good Morning and Happy Friday! We hope you are staying safe! We wanted to share a quick update on the Case Fatality Rate (CFR). Please enjoy this video by clicking here.

Thursday, March 19th, 2020

We first want to thank you for your continued trust.  The reason you hired our team is to navigate you through times like we are experiencing now.  We are here for you and won't allow you to let emotions drive financial decisions.  Our commitment to YOU is to separate emotion from strategy.