Beacon Wealthcare |

28 Apr 2017 Buying Happiness, Part 1: How Much Cash Should You Have?

Posted at 11:10h in The Friday Brief by Jared Korver, CPA, CFP®

You might be tempted to think, as I often am, that the business of money is fairly straightforward. Some spreadsheets here, some Monte Carlo testing over there, some budgeting along the way, and ding ding ding! There you have it: A wonderfully black and white sort of product with very little wiggle room for uncertainty, or, more to the point, humanity.

13 Apr 2017 Big News….We’re Moving!

Posted at 11:23h in The Friday Brief by Jared Korver, CPA, CFP®

We've got some big news to share with everyone...

07 Apr 2017 Six Ways to Use Your Tax Refund

Posted at 10:46h in The Friday Brief by Jared Korver, CPA, CFP®

Though I haven't worked on tax returns that aren't mine in quite some time, there is a very real part of my CPA brain that can't help thinking a lot about taxes this time of year. And one of the things I think about is...

03 Mar 2017 How Does Your Investment Portfolio Compare to the Yale Endowment’s?

Posted at 14:08h in The Friday Brief by Jared Korver, CPA, CFP®

Two of the most important aspects of a good investment philosophy can be summed up by the following questions. 1) Is this strategy likely to work? 2) Will I be able to stick with this strategy for long periods of time throughout the inevitable ups and down of the stock market? At Beacon, we have a thoughtful, well-defined investment philosophy that we think answers both of the above questions in the affirmative.