Beacon Wealthcare

13 Apr 2018 Rocky Road – Smoother Ride

Posted at 12:37h in The Friday Brief by Sam Bass Jr.

On January 26th, markets abruptly exited the smooth freeway we had grown so accustomed to for a rocky cross-country romp that may continue for some time. The uncertainty of trade wars, Federal Reserve interest rate tightening, and possible inflation have replaced the confidence of tax...

06 Apr 2018 Why Market Declines Are Met With Market Rallies

Posted at 11:49h in The Friday Brief by Sam Bass Jr.

Market volatility of late concerns more than tweets, who delivers your packages, and risks of trade wars. While the President's comments via Twitter and from the podium have added to market uncertainty, the week's economic data is rather quietly (as far as the media is...

23 Mar 2018 The Market Has a Stomach Bug

Posted at 15:09h in The Friday Brief by Jared Korver, CPA, CFP®

If I may quote a bit of Dickens, "Stocks are down: to begin with. There is no doubt whatever about that." After such a pleasant (if not completely paranoia-free) 2017 in the markets, 2018 has been a bit more...

16 Mar 2018 Are You Driving or Riding?

Posted at 15:46h in The Friday Brief by Sam Bass Jr.

You have brains in your head and feet in your shoes You can steer yourself any direction you choose. You’re on your own and you know what you know And you are the one who’ll decide where to go. Dr. Seuss Sometimes the day...

09 Mar 2018 Five Minutes to Dream Your Life

Posted at 11:10h in The Friday Brief by Sam Bass Jr.

Here's a five-minute exercise that just might, if you participate, change your life. Write down at least three things you feel you must do at this stage in your life . . . Now write down at least three enjoyable things you would do more of if...

02 Mar 2018 Turns Out, Most Stocks Fail to Outperform Treasury Bills.

Posted at 10:54h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

You may have heard of the 4% rule as it pertains to retirement. It goes like this: If you begin retirement withdrawing 4% of your savings and adjust each following year’s withdrawals for inflation, your money should last 30 years. It may be the most...

23 Feb 2018 Time

Posted at 12:54h in The Friday Brief by Sam Bass Jr.

“Ticking away the moments that make up a dull day You fritter and waste the hours in an offhand way Kicking around on a piece of ground in your home town Waiting for someone or something to show you the way” Pink Floyd, “Time” The concept of the finite...

16 Feb 2018 Inflation Not Bad Yet & Download Our New App

Posted at 11:17h in The Friday Brief by Sam Bass Jr.

The markets are settling down now as price data for January, mostly in, shows that fears of rapid inflation were largely overblown. Price increases, both at the consumer level and the producer level show, while rising, are not so out of control to warrant the two...

09 Feb 2018 Introducing Ryan Smith

Posted at 12:45h in The Friday Brief by Sam Bass Jr.

We are pleased to introduce you to Ryan Smith, who joins our Beacon family as a talented Wealth Advisor. Ryan brings 12 years' experience as a wealth advisor, practicing most recently with a local firm and earlier in his hometown of Boston, Massachusetts. Growing up on the...

06 Feb 2018 What’s Our Strategy?

Posted at 11:08h in The Friday Brief by Sam Bass Jr.

In the past two trading days the S&P 500 is down 6.1%, nearly two-thirds the way toward what is widely regarded as a market correction - a 10% drop. Good news of job gains and pay raises have set investors' eyes on what the Fed might do...

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