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.

Investments, Mid Career Professional, Pre-Retiree, Retiree, Retirement Planning, Web PresentationChip Hymiller, AIF®, CFP®July 7, 2026investing, Retirement Planning, virtual planning, investment management, investment planning, retirement planning

Remember to Take Full Advantage of your 401(k) Plan!

Employer-sponsored retirement plans such as 401(k)s are some of the most powerful retirement savings tools available. If your employer offers such a plan, we would strongly recommend you consider participating.

Financial Planning, General Financial Plan..., Mid Career Professional, Personal Finance, Personal Financial Pla..., Pre-Retiree, Retirement PlanningErin Campbell, CPA/PFS, CFP®July 21, 2025401k, financial planning, personal financial planning, Retirement Planning, Retirement Plans, General Financial Planning, retirement planning

Financial Markets Update - Action Items to Consider

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.