Beacon Wealthcare |

25 Jan 2019 How to Lose 2,000% (Don’t Forget About Everyone Else)

Posted at 08:21h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

In 1994, three of the brightest, most successful and fiercely calculating minds in finance formed a hedge fund called Long-Term Capital Management (LTCM). John W. Meriwether, former head of bond trading at Salomon Brothers, was joined by Myron S. Scholes and Robert C. Merton. The...

30 Nov 2018 Bond Portfolios Have Been Corrupted

Posted at 09:50h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

I happened across this tweet last night: https://twitter.com/syouth1/status/1068262877411401729 If you are unfamiliar with Bill Gross, he founded the mutual fund powerhouse PIMCO and for a long time ran the largest bond fund in the world, PIMCO Total Return. He’s something of a legend in the bond world....

31 Oct 2018 Beacon Flash: How to navigate your employer being acquired

Posted at 14:12h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

https://youtu.be/Ojv94IEt5Qc With the recent announcement that Red Hat is being acquired by IBM for $34B, we thought it would be helpful to share our thoughts on how employees of acquired companies can smoothly navigate a transition like that. Watch as we discuss what to do with your...

03 Oct 2018 Beacon Flash: Employee Benefits Season is Here!

Posted at 11:19h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

https://www.youtube.com/watch?v=k4JLxk0U8Us&feature=youtu.be Watch as we discuss what you should consider as you're making employee benefits elections for 2019 and get in touch with us if you have questions!...