Foundations of Finance Class 1: The Booms, The Busts, and Their Lasting Effects on Our Economy
In Class 1, we explore the key economic moments that defined monumental highs and lows, what triggered them, and how…
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Investing, Markets, and Finance – A Comprehensive Reading List
For those who desire to acquire an introduction to investing, markets and finance, or wish to expand their macroeconomic and…
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Beacon ‘Pointe of View’ – A Market Update June 2026
A monthly market newsletter designed to provide you with a brief update on the macroeconomy including...
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When to Step In: Managing Your Spouse’s Finances
Figuring out how to approach your spouse when it seems they may have...
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FAQs About Saving For College
How Much Does College Cost? It is important to have an idea of the expected costs of college to help…
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How to Stretch Your Retirement Nest Egg
In this video, we explore practical approaches to extending the longevity of retirement savings. The overview highlights key considerations such…
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Tax-Efficient Giving: Mechanics of QCDs and Appreciated Asset Donations
In this video, we explore the mechanics of tax-efficient charitable giving through Qualified Charitable Distributions (QCDs) and donations of appreciated…
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How to Give Smarter: Comparing QCDs and Appreciated Securities
In this video, we provide a high-level overview of two commonly used charitable giving strategies—Qualified Charitable Distributions (QCDs) and donations…
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The Value of Deferring Capital Gains Tax
In this video, we highlight the value of deferring capital gains tax and its impact on long-term investment outcomes. The…
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