Beacon Wealthcare |

27 Oct 2022 Are You Averse to Adverse Market Conditions?

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

Yesterday, I logged into the Schwab website to inspect the damage the recent bear market had inflicted on my portfolio. It was just as I expected, down about 18% year to date. As I reviewed my accounts, I thought of you. At Beacon, we invest...

29 Sep 2022 Don’t Panic

Posted at 17:10h in The Friday Brief by Geoff Hall, CFP®, RICP®

Sam published the first Beacon Investment Management Friday Brief on June 1st, 2001. At the time, we were experiencing the bursting of the Dot-com bubble and, though Sam didn't know it at the time, our country was just 3 months away from the September 11...

01 Sep 2022 Safety Sam

Posted at 13:33h in The Friday Brief by Geoff Hall, CFP®, RICP®

Last week, as I was helping a friend prepare to buy a house, I was reminded of how tedious the process of closing a home loan can be these days. If you've taken out a new mortgage or even refinanced your existing one within the...

04 Aug 2022 Never Say Never

Posted at 16:29h in The Friday Brief by Geoff Hall, CFP®, RICP®

I'm not much of a bumper sticker guy. I don't have one on my car now and I really don't know which one I'd choose if I decided to get one. Maybe an egg-shaped sticker with "BWC" on it for Beacon Wealthcare. Or a yellow,...