Beacon Wealthcare |

25 Jan 2024 Market High Soup For The Soul

Posted at 17:04h in The Friday Brief by Jared Korver, CPA, CFP®

Major stock indexes hit all-time highs over the last week, following a calendar year in 2023 where the S&P 500 was up nearly 25%. Bonds will take a bit longer to recover as rates continue to "normalize." A decade-plus run-up in bond prices (while rates...

14 Dec 2023 Expectation Economics

Posted at 14:55h in The Friday Brief by Jared Korver, CPA, CFP®

My maternal grandfather was born in south Alabama in May of 1924, and I remember him telling a story from his childhood of a Christmas morning during the Great Depression when he woke up to find an orange in his stocking. Such was the extent of the...

02 Nov 2023 Fed Up With Questions

Posted at 15:16h in The Friday Brief by Jared Korver, CPA, CFP®

How long will the Fed keep rates where they are? Is there another rate hike coming, or will rates start to come down again? If so, when? In the meantime what’s in store for my portfolio? The answer or course—to these and many other important questions—is...

12 Oct 2023 Don’t Downsize For the Money

Posted at 16:44h in The Friday Brief by Jared Korver, CPA, CFP®

Three and a half years ago, just before COVID hit and housing markets went even higher while interest rates skyrocketed, Ryan wrote a brief entitled "Your Home is Not An Investment (You Probably Won’t Downsize)." An alternative title probably could have been "You Might Downsize...