Beacon Wealthcare |

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...

11 Apr 2024 Financial Weirdos

Posted at 13:38h in The Friday Brief by Jared Korver, CPA, CFP®

In Philip Ball's Beyond Weird—which I am committing to finish before I dive into his newest book on biology—he makes this interesting point to open: "Quantum physics defies intuition, but we do it an injustice by calling that circumstance weird." For a long time, even in the early to...