Beacon recently hosted a live webinar for clients and friends where we discussed financial markets and year-end planning opportunities! Check out this webinar to get our take.
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Beacon recently hosted a live webinar for clients and friends discussing the financial market this year. It has been a difficult year for investors, but there’s good news! Check out this webinar to get our take.
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Beacon recently hosted a live webinar to update clients and friends about the financial markets and current economic conditions. We also provided some financial planning strategies to consider that could have a meaningful impact over the long term.
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In this web presentation, Erin Campbell, CPA/PFS, CFP® discusses various tax saving strategies to consider. Among them, she discusses tax-loss and investment gain "harvesting," qualified charitable deductions (QCDs), donor advised funds and Roth IRA conversions.
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This is a replay of our most recent webinar: "End of Year Tax Planning Strategies". During this webinar, Beacon’s team will provide important updates on 2021 tax laws and discuss several “Tax Planning Strategies” including: Tax-Loss Harvesting, Charitable Gifting, Roth Conversions, Maximizing Retirement Plan Contributions.
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In this webinar, Beacon Financial Strategies’ Certified Financial Planner Professionals discuss a number of charitable gifting techniques.
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This is a replay of our live webinar held on September 29, 2021. We will discuss several “last minute” considerations associated with those who will be retiring soon.
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Here is a replay of our June 17th, 2021 webinar! During this webinar, Beacon’s Investment Team provides their unique perspective on a wide range of investment related topics including…
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It’s March Madness and we are very excited to host a live webinar on March 30th at 12PM EST! We will have a special guest speaker, Moulaye “Mou” Niang and you are going to love his story!
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Is the IRS ready to begin processing 2020 tax returns? Should you consider delaying your filing or file an extension? Find out from Beacon Financial Strategies’ tax and financial planning expert what you need to know when it comes to your 2020 tax return.
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Here is a replay of our October 20, 2020 webinar. During this webinar we discuss: observations on 2020 market performance, thoughts heading into the election cycle, tax planning opportunities as we head into the end of the year, and what have we learned from 2020. All followed up with a Q&A!
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In this presentation, Erin Campbell, CPA/PFS, CFP® discusses executing converting funds from an IRA to a Roth IRA (i.e. Roth conversion). She discusses everything from the reasons people should consider this strategy to the possible drawbacks.
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Does who wins the election, Republican or Democrat, really have a bearing on stock market returns? Let's take a look at the data and find out.
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This web presentation explains the benefits, advantages and key attributes of donor advised funds.
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This web presentation discusses the importance of an Investment Policy Statement (IPS) when managing client portfolios.
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We at Beacon Financial Strategies, believe that rebalancing is an integral component of the investment management process. In this presentation, Chip Hymiller, AIF®,CFP® explains the concept of rebalancing and discusses the advantages of implementing a portfolio rebalancing strategy.
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Stocks are declining just about everyday. It seems like investors would be much better off just selling their stock positions and waiting until things stabilize and there is more certainty. This web presentation addresses the logistics behind this decision and identifies a common scenario that can play out when making this type of portfolio adjustment.
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This webinar provides a historical perspective to recent stock market declines related to COVID-19. It also provides some financial planning opportunities and ideas to explore in the future.
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With the Coronavirus causing disruption and uncertainty around the world. Chip Hymiller explains why keeping your perspective and staying calm during this time is so important to achieving your financial goals.
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