We are here for the volatility, we need to stick around for the reward
Submitted by Beacon Financial Planning of Cape Cod, Inc. on April 2nd, 2020Thursday, April 2nd, 2020
Blog
Staying the course does NOT mean do nothing
Submitted by Beacon Financial Planning of Cape Cod, Inc. on April 2nd, 2020Wednesday, 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.
Oakmark International Update from Michaela
Submitted by Beacon Financial Planning of Cape Cod, Inc. on March 31st, 2020Tuesday, 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
A message from Investment Committee Member Katie Brennan Kane
Submitted by Beacon Financial Planning of Cape Cod, Inc. on March 27th, 2020Friday, March 27th, 2020
Click here to watch BFPCC's latest video from Investment Committee Member Katie Brennan Kane
IRS Delays Federal Tax-Filing Date to July 15
Submitted by Beacon Financial Planning of Cape Cod, Inc. on March 26th, 2020Thursday, 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.
A message from CFP Kelli Grew on Market Volatility
Submitted by Beacon Financial Planning of Cape Cod, Inc. on March 26th, 2020Wednesday, 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.
How the world is working remotely and an update on the Case Fatality Rate
Submitted by Beacon Financial Planning of Cape Cod, Inc. on March 24th, 2020Tuesday, 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.
We will get through this together
Submitted by Beacon Financial Planning of Cape Cod, Inc. on March 23rd, 2020Monday, 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."
Case Fatality Rate Update
Submitted by Beacon Financial Planning of Cape Cod, Inc. on March 20th, 2020Friday, 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.
Fundamentals - understanding CFR
Submitted by Beacon Financial Planning of Cape Cod, Inc. on March 20th, 2020Thursday, March 19th, 2020
