Beacon Financial Advisors, Ltd. was established to provide our clients long-term value-added financial counsel and investment performance with exceptional service. Beacon purposes to work alongside our clients in articulating, establishing and achieving their financial life goals. Pursue a balanced, global portfolio construction approach with no load mutual funds (often institutional class).
Recognize financial planning and investment management are life-long endeavors as contrasted with one-time engagements. Understand their financial life is integrated and will teamwork with Beacon in managing the totality of their financial and investment life.
Recognize financial planning and investment management are life-long endeavors as contrasted with one-time engagements. Understand their financial life is integrated and will teamwork with Beacon in managing the totality of their financial and investment life.
Services
Beacon Financial Advisors, Ltd. provides two principal advisory services; Financial Planning and Investment Management Our services are generally provided to individuals and families, and their related pension and profit sharing plans, 401k plans, trusts, charitable entities, and estates.
Financial Planning - identification of your financial assets and liabilities, cashflow management, tax planning, insurance review, education funding, retirement planning, and estate planning.We call this the quantitative part of your investment policy.
Financial Planning - identification of your financial assets and liabilities, cashflow management, tax planning, insurance review, education funding, retirement planning, and estate planning.We call this the quantitative part of your investment policy.
VIEW From The Lighthouse ("VIEW") is Beacon's quarterly write-up of the investment and economic highlights for our clients' balanced, global portfolios. Designed to accompany each client's unique quarterly Portfolio Review, each issue of VIEW purposes to provide relevant and timely insights of news and events impacting clients' portfolios.
As investment managers, Beacon is often asked by clients about our reading list recommendations. As with any professional, our reading requirements are extensive. For our inquiring clients, we always start by directing them to the shareholder letters, research papers, and other insight articles written by our mutual fund investment managers.
The commemoration of 9/11 and pullout of U.S. troops from Afghanistan marked the passing of 20 difficult years. Historians will debate the lessons to be drawn from this tumultuous time for decades to come. For investors, however, a crucial investment lesson to be drawn is clear: In the past 20 years, amid the tumult and difficulties, broadly diversifying paid off, and quite convincingly at that!
Two campaigners fighting against rape as a weapon of war have shone a light on a horrible tactic. There are two possible explanations for Amazon's move: capitulation to political pressure, which is how the firm is presenting it, or self-interest. How the technology upon which Bitcoin was built could be implemented in a range of industries, potentially reshaping the global economy.
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