Beacon Wealthcare

27 Oct 2025 7 Smart (and Slightly Spooky) Year-End Money Moves

Posted at 17:46h in The Friday Brief by Geoff Hall, CFP®, RICP®

Before 2025 slips into the shadows, take a few minutes to shine a flashlight on your finances. These spooky yet sensible money moves can help you wrap up the year wisely and prepare for what lurks around the corner in 2026. 1. Exorcise Unchecked Contributions in...

23 Oct 2025 “I bought Intel at $6”

Posted at 14:38h in The Friday Brief by Daniel Logan, CFP®

In light of the fall season, Megan and I recently watched Nora Ephron's 1998 classic romcom You've Got Mail, starring Tom Hanks and Meg Ryan. While this is one of Megan's favorite fall related movies, it was the first time I had watched it! I enjoyed...

14 Oct 2025 Catching Up on The Catch-Up

Posted at 16:33h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Over the past few weeks, the "Other Things You Might Find Interesting...

08 Oct 2025 Your Wealth Doesn’t Have to Make You Anxious

Posted at 15:56h in The Friday Brief by Jared Korver, CPA, CFP®

Over time, I have become convinced that the number one side effect of wealth is anxiety. There are many, many reasons for it: the loneliness, the intangible, no-boundary "knowledge work" that typically accompanies wealth building, the proliferation of decision fatigue and complexity management, the tiresome...

02 Oct 2025 What Are Your Mantras?

Posted at 15:03h in The Friday Brief by Ellen Martin

I'm not a frequent podcast listener (I know I know - how??) but lately have listened to psychologist Dr. Becky Kennedy's podcast Good Inside because 2.5 year olds. Oof. Love them. And I need all the resources. She often reminds her listeners that raising children...

23 Sep 2025 The Best Ahead, The Worst Nearby

Posted at 18:03h in The Friday Brief by Geoff Hall, CFP®, RICP®

I once heard a wise investor say we should invest like the best is yet to come, but the worst could be right around the corner. I’ve always appreciated that line because it captures the central tension we face as investors. At its core, investing...

17 Sep 2025 Money Lessons in Film

Posted at 16:15h in The Friday Brief by Daniel Logan, CFP®

In the past, Beacon has had fun hosting a movie night at The Rialto Theater, conveniently located across the street from the Beacon house. Recently we have watched Back to the Future and Ferris Bueller's Day Off. After a brief hiatus due to theater renovations,...

11 Sep 2025 Alfred Nobel’s Obituary

Posted at 11:52h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

You may remember that back in June we sent out the Beacon Summer Reading list. It's something we've done the past few years and this summer my selection was "The Mysterious Case of Rudolf Diesel: Genius, Power and Deception on the Eve of World War...

04 Sep 2025 The Math Is Always There

Posted at 15:27h in The Friday Brief by Jared Korver, CPA, CFP®

The legendary New York fashion photographer Bill Cunningham once said "Money is the cheapest thing. Liberty is the most expensive." A man of tremendous simplicity and fierce independence, this was not just a mantra for him, but something of a lifelong philosophy borne out by...

28 Aug 2025 “Don’t Be a Monkey”

Posted at 18:16h in The Friday Brief by Ellen Martin

Even if you didn’t attend an Ivy League school, you can still learn from their investment mistakes. Jason Zweig’s recent Intelligent Investor column highlights how several elite universities were caught with too many illiquid assets when they needed cash and relearned a lesson they should...

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