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.
Monday, March 16th, 2020
Thursday, March 12th, 2020
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Friday, March 6th, 2020 |
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