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12 May 2022 The One with the Down Market

Posted at 13:30h in The Friday Brief by Jared Korver, CPA, CFP®

I want to state, here at the outset and for the record, that the TV show Friends is the most overrated show of all time. But I am borrowing from that sorry show to craft the title of this blog, as each episode is titled with the...

21 Apr 2022 The Four Pillars of Quality Leisure

Posted at 18:54h in The Friday Brief by Jared Korver, CPA, CFP®

"People Who Hate Retirement—and What the Rest of Us Can Learn From Them." That was the title of an article from Monday's print edition of the Wall Street Journal—a title so click-baity that I actually tried to click the physical paper as I held it in...

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...