A few weeks back I received the following email from a client in his early 40's, which he gave me permission to share: I would like to update (our net worth) if possible...
My wife Amy and I are fairly rabid Formula 1 fans, which is definitely not something I would have had on my marriage bingo card 10 or even 5 years ago. But COVID changed everyone, and one of the ways it changed us was by introducing...
I grew up watching Boy Meets World on ABC’s TGIF lineup like many millennials. One of the show’s promo videos must have included a clip with a scene with the line, “Life’s tough, get a helmet,” with the clearness I can still see it in...
Late Monday afternoon, during a Beacon team meeting, I realized it was my turn to write the Friday Brief. Normally, I have a few ideas in mind, but this time, I had nothing. I admitted to Ryan, Ellen, Daniel, and Jared that I was stuck....
The September issue of the Journal of Financial Planning (JFP) has a sole focus: How to help the aging and those who are caring for them. The Journal isn't alone in tackling this issue, of course, and for good reason: the United States is getting...
Jason Zweig of The Wall Street Journal is one of my favorite financial writers. Zweig recently wrote a piece that hit home for me: Messing Up the Closest Thing to a Sure Thing in the Stock Market. While the entire article could be quoted, I...
You think we look pretty good together You think my shoes are made of leather But I'm a substitute for another guy I look pretty tall, but my heels are high The simple things you see are all complicated I look pretty young, but I'm just back-dated, yeah "Substitute" - The...
Last Monday morning, while on vacation with my family, I fell into one of the oldest traps in financial media. Despite knowing better, I opened the CNBC app on my phone to "check in" on the stock market. The top headline screamed, "DOW PLUNGES MORE...
As some of you know, last month I traveled to Rwanda for 10 days with my church (Church of the Apostles). Rwanda is a place that has held my fascination since I was a teenager, so finally being able to travel there was something like...
The Olympics have returned once again with excitement and intrigue. There are plenty of fun storylines to follow: Simone Biles returning, Katie Ledecky going for history, the US Men's Gymnastics team going for their first team medal since 2008, or even just the thought of...
