Beacon Wealthcare

05 Feb Don’t Wait for a Crisis

Posted at 20:19h in The Friday Brief by Ellen Martin

Punxsutawney Phil's Groundhog Day prediction of six more weeks of winter drew intense grumbling this week, as his prediction coincided with multiple winter weather disruptions across the Southeast. Most people don't really believe his forecasts, but after recent storms, people craved a harbinger of relief...

29 Jan The Year to Charitably Give

Posted at 13:44h in The Friday Brief by Daniel Logan, CFP®

For most people, the turn of the calendar to a new year brings many thoughts of goals and aspirations. But if you’re in the financial world, you start to think about tax law changes that are applicable for the year. We had several briefs last...

22 Jan What Tax Forms Should You Expect To Receive?

Posted at 15:10h in The Friday Brief by Geoff Hall, CFP®, RICP®

The IRS has announced that the 2026 filing season, covering 2025 income, will officially open on Monday, January 29, 2026. We all dream of a world where filing taxes is effortless: simple rules, instant refunds, and no one ever saying “adjusted gross income.” While we’re...

15 Jan A Look Back at 2025

Posted at 17:37h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

At the start of the year, I like writing about what took place in the preceding 12 months because it's a helpful reminder of the ground we covered, and there's always a lesson or two that can be applied going forward. Most important, and this...

08 Jan The Best Thing I Bought In 2025

Posted at 13:51h in The Friday Brief by Jared Korver, CPA, CFP®

Here's a simple exercise for you to try annually: Look back at the prior year and do an honest inventory of what you purchased, asking one simple question: Of all the things I spent my money on, what ended up being the thing or experience...

18 Dec A Note of Gratitude

Posted at 13:44h in The Friday Brief by Ellen Martin

As we wrap up 2025 and head into its final weeks filled with merriment, loved ones (those near, far, and those forever missed), and good food, I want to take the opportunity to say how deeply thankful we are for you. Thank you for trusting us...

09 Dec Wise Choices Still Matter in Frothy Markets

Posted at 21:07h in The Friday Brief by Geoff Hall, CFP®, RICP®

In the world of investing, just as in life, you can make a careful, well-reasoned decision and still end up with an outcome that leaves you disappointed. And the reverse is true as well. Every now and then, a rushed or thinly supported choice can...

04 Dec ‘Tis the Season to Be Patient

Posted at 15:54h in The Friday Brief by Daniel Logan, CFP®

With Thanksgiving now in the rear window, we are firmly in the Christmas season. This time of year is associated with a range of emotions, from pure joy and excitement to stress and busyness. One thing that’s impossible to miss are the invitations to spend...

19 Nov Supporting Raleigh Rescue Mission

Posted at 18:22h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Driving the kids to school a few days ago, Jack said, "Dad, can you believe we're already halfway through November?" I responded by pointing out that school started three months ago, and neither of us could believe it. The old saying that "the days are...

13 Nov Let Your Portfolio Cook, And Other Thoughts

Posted at 15:31h in The Friday Brief by Jared Korver, CPA, CFP®

The job of an NBA General Manager is to construct the best roster of basketball players available given the money constraints of the team owner. Once the roster is there, you let them cook, as the kids say. They have to play the game, and...

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