Beacon Wealthcare |

24 Jun 2021 How Do You Feel About Your Finances?

Posted at 09:21h in The Friday Brief by Geoff Hall, CFP®, RICP®

Two years ago this month, I wrote a piece asking you to rate your financial well-being on a scale of 1 to 10 — 1 being poor and 10 being excellent. While acknowledging that everyone would have a slightly different version, I also made an...

03 Jun 2021 A Financial Advisor Looks at 50

Posted at 13:46h in The Friday Brief by Geoff Hall, CFP®, RICP®

It's not as exciting as a pirate looking at 40 but it's still hard for me to believe that in just over 7 months I'll be 50 years old. Sure, I've had more aches and pains in recent years and I've been noticing more gray...

13 May 2021 My Favorite Investment Story

Posted at 17:06h in The Friday Brief by Geoff Hall, CFP®, RICP®

“We are, as a species, addicted to story. Even when the body goes to sleep, the mind stays up all night, telling itself stories.” — Jonathan Gottschall, The Storytelling Animal: How Stories Make Us Human We all love to hear stories. A really good one can...

22 Apr 2021 Are You “Diversifying” Your Financial Decisions?

Posted at 20:34h in The Friday Brief by Geoff Hall, CFP®, RICP®

One of my favorite things about being a financial advisor is the opportunity it affords me to hear different people's money stories. Our experiences with money early on, and throughout our lives, play an important role in how we think about money today. It's those...