Beacon Wealthcare |

17 Mar 2022 Your Portfolio Is A Bunch of Metal Parts

Posted at 18:05h in The Friday Brief by Jared Korver, CPA, CFP®

I have a simple dream for Beacon's clients, and it is this: That each one, over time, would think less and less about their portfolio, or at least that they would start to think of it as a collection of metal parts that just needs...

17 Feb 2022 “Be quick, but don’t hurry.”

Posted at 14:03h in The Friday Brief by Jared Korver, CPA, CFP®

The title for this blog comes from the legendary UCLA basketball coach, John Wooden, though I first heard it on an Optimist Club baseball field in Southern Pines, North Carolina when I was in fifth or sixth grade. I was playing third base--with a habit...

20 Jan 2022 “Buy Things, Not Experiences”

Posted at 20:55h in The Friday Brief by Jared Korver, CPA, CFP®

I have since early childhood been fascinated by the idea that you can use something for a long, long time. The origin of that fascination, as best I can tell, is the fact that the house I was raised in was built in 1890. And...

09 Dec 2021 You Are Not Your Worst Decisions.

Posted at 19:29h in The Friday Brief by Jared Korver, CPA, CFP®

You'd be hard pressed to find two more loaded words in the English language than "The Holidays." The sheer weight of memory and emotion that those words evoke is staggering. On their own they're vague and innocuous enough, but of course to each of us,...