Beacon Wealthcare |

30 Sep Musing on Personal AI Assistants

Posted at 14:03h in The Friday Brief by Daniel Logan, CFP®

It seems that everywhere you turn right now you run into discussions of AI. Whether it be the long-term implications of AI, the investment thesis, the environmental impact, or just technology advancement in general, it seems to have seeped into every facet of life. This...

27 Aug Living like Dolly

Posted at 17:01h in The Friday Brief by Daniel Logan, CFP®

“Find out who you are. And do it on purpose.” It is rare these days that a well known person passes away and the immediate response is widespread adoration. However, that was certainly the case for Dolly Parton, who passed away this week. You could likely...

23 Jul How To Set Up a Trump Account

Posted at 14:21h in The Friday Brief by Daniel Logan, CFP®

Trump Accounts are officially available to be opened and contributed to as of July 4, 2026. As a recent new parent, I wanted to look into what I would need to do to open one personally. I decided it would be helpful to document the...

09 Apr What I Hope My Daughter Learns

Posted at 14:28h in The Friday Brief by Daniel Logan, CFP®

As I sit here writing this Brief, my wife and I are on the precipice of welcoming our first child into the world, a baby girl. Naturally, there are many thoughts running through my mind. Do we have everything we need? If not, Amazon is...