If you have any questions about these SERVICE BRIEFS, or want to learn more about us please send us an email at josh@bfaltd.com. 

Service Briefs: Financial Planning WHO We Are? WHAT We Do? Beacon's Version of the Ideal Client Your Financial Like is INTEGRATED Beacon on Client Service: Teamwork! Your Financial Health: 1040 Checkup! Meeting Itinerary for Joe and Joan Meeting Memo for Joe and Joan Building a Financial Goal Plan Rates (& Weights) of Investment Return   Rates (& Weights) Part 2   More Service Briefs From Beacon What Does it 'Cost' to Work with Beacon: Our Value Proposition Beacon Practices Good Ethics When Is It OK For All Eggs in 1 Basket? SEC Advice: Give It To 'Em In Plain English! Putting Clients First...Whether They Like It Or Not!

Service Briefs: Investment Management The "Nuts & Bolts" of Our Investing Approach  Investing Style: Active vs. Passive   New Religion: Passive Indexing Beacon Eats Our Own Cooking! Beacon's Culture of Aligned Interests We Are Investors NOT Traders Risk Reduction of Mutual Fund Portfolios Portfolio Review for Joe and Joan Tax-Aware Investing Why Bond Mutual Funds? Invest Between the Extremes! Great Investors Offer Great Advice Bear Markets Are Bound to Occur Humans are Lousy Investors   Bond Prices And Interest Rates   Diversification Always Means "I'm Sorry"