Beacon Wealthcare |

25 Jul 2024 Own Goals Are Easy To Score

Posted at 14:11h in The Friday Brief by Jared Korver, CPA, CFP®

If you have ever seen six-year olds playing soccer, then you will have seen the inevitable instance of one kid (and therefore a whole pack of kids) who forgot or possibly never knew which goal they were supposed to be scoring on. But even at the...

27 Jun 2024 What Is Cash For?

Posted at 14:50h in The Friday Brief by Jared Korver, CPA, CFP®

Repeat after me: Cash. Is Not. An Investment. In this moment, when you can get a risk-free 5% while inflation sits around 3% (and when for more than a decade you got maybe 1% when inflation was often sub-2%), cash may feel like investment, but it is...

06 Jun 2024 How Should We Think About Legacy?

Posted at 13:22h in The Friday Brief by Jared Korver, CPA, CFP®

Here are a few common legacy-oriented goals we help clients plan for, along with important questions that tend to accompany those goals: Educating the next generation(s). How should we think about ROI when it comes to school and major? How can we involve the student...

09 May 2024 This Is Your Brain On TikTok (And Other Drugs)

Posted at 14:16h in The Friday Brief by Jared Korver, CPA, CFP®

"How TikTok Is Wiring Gen Z’s Money Brain. Endless videos about the economy and consumerism are giving 20-somethings a case of 'money dysmorphia.'" Such was the title and subtitle of an article in the Wall Street Journal last weekend. In the infinite algorithmic loop of TikTok, users...