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Category: Newsletters

Investor Insights & Outlook May 2013

August 21, 2013 Bill Roller

Get the pdf version: Investor Insights & Outlook May 2013 Making Up for Retirement Shortfalls Given the backdrop of economic…

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Investor Insights & Outlook April 2013

April 21, 2013 Bill Roller

Get the pdf version: Investor Insights & Outlook April 2013 The Tax Impact of a 529 Rollover Thirty-four states offer…

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Investor Insights & Outlook March 2013

March 16, 2013 Bill Roller

Get the pdf version: Investor Insights & Outlook March 2013 Don’t Pay Tax Twice Reinvestment can be a crucial component…

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Investor Insights & Outlook February 2013

Bill Roller

Get the pdf version: Investor Insights & Outlook February 2013 Saving for an Emergency According to a recent survey conducted…

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Investor Insights & Outlook January 2013

Bill Roller

Get the pdf version: Investor Insights & Outlook January 2013 Risk, Not Volatility, Is the Real Enemy What would you…

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Investor Insights & Outlook December 2012

December 19, 2012 Bill Roller

Get the pdf version: Investor Insights & Outlook December 2012 Investing Your Year-End Bonus What to do with that year-end…

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Investor Insights & Outlook November 2012

November 29, 2012 Bill Roller

Get the pdf version: Investor Insights & Outlook November 2012 Recent Bond Performance Explained For investors, it comes as a…

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Investor Insights & Outlook October 2012

October 17, 2012 Bill Roller

Get the pdf version: Investor Insights & Outlook October 2012 Should Your Asset Allocation Be More Tactical? The market downturn…

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Investor Insights & Outlook September 2012

September 19, 2012 Bill Roller

Get the pdf version: Investor Insights & Outlook September 2012 The Flavors of Investing It is tempting to jump on…

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Investor Insights & Outlook August 2012

August 17, 2012 Bill Roller

Get the pdf version: Investor Insights & Outlook August 2012 Find the Right Stock/Bond Mix for College Savings When it…

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Investor Insights & Outlook July 2012

July 23, 2012 Bill Roller

Get the pdf version: Investor Insights & Outlook July 2012 Dividends and Inflation As an investor, you may ask if…

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Investor Insights & Outlook June 2012

June 16, 2012 Bill Roller

Get the pdf version: Investor Insights & Outlook June 2012 The Cost of Taking a Cash Distribution Deciding what to…

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Investor Insights & Outlook May 2012

May 16, 2012 Bill Roller

Get the pdf version: Investor Insights & Outlook May 2012 Wealth by Numbers America has long been known as the…

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Investor Insights & Outlook April 2012

April 16, 2012 Bill Roller

Get the pdf version:  Investor Insights & Outlook April 2012 Securing Your Portfolio There are a number of ways you…

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Investor Insights & Outlook March 2012

March 15, 2012 Bill Roller

Get the pdf version: Investor Insights & Outlook March 2012 Retirees: Inflation Protection for Retirement Portfolios Retirees and pre-retirees have…

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  • Weekly Update 5/12/2025
  • Weekly Update 5/5/2025
  • Weekly Update 4/28/2025
  • Weekly Update 4/21/2025
  • Weekly Update 4/14/2025

BR Capital Inc., dba as Beacon Rock Wealth Advisors is a registered investment adviser in the State of Washington and Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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