Beacon Wealthcare |

15 Jan 2016 Stress Testing

Posted at 13:18h in The Friday Brief by Sam Bass Jr.

Market times like these can test our deepest resolve, especially when we are not prepared for the emotional impact of real declining wealth or learning the hard way that our 'expertly designed portfolio' sinks far more easily than we expected. [caption id="attachment_7590" align="alignnone" width="896"] "Winter Swells" by HG DeCortes - Beacon Collection[/caption] We don't...

08 Jan 2016 Time For A Risk Check?

Posted at 13:19h in The Friday Brief by Sam Bass Jr.

It’s been a rocky start for 2016, continuing the choppiness that started in August. US stocks as measured by the CRSP US Total Market Index are down roughly 5% since the beginning of the year and almost 9% since the last market peak on June 22^nd.

18 Dec 2015 What Do Rising Rates Mean For Stock and Bond Investors?

Posted at 15:02h in The Friday Brief by Sam Bass Jr.

First let's celebrate the fact that Janet Yellen actually did what she said she was going to do - she raised rates before the year was out. Investors love certainty and the Fed Chair just improved her certainty rating substantially - how refreshing.

11 Dec 2015 Beacon 3.0

Posted at 15:06h in The Friday Brief by Sam Bass Jr.

When I started Beacon almost 20 years ago, I wanted to do one thing for my clients: Grow their wealth faster than they could grow it elsewhere. That's still true today, but everything else has changed.