Beacon Wealthcare |

27 Mar 2025 “It Doesn’t Go Away With Money”

Posted at 16:41h in The Friday Brief by Jared Korver, CPA, CFP®

As far as I can tell, wealth, by itself, is a bit of a nothingburger. But it isn't by itself, because nothing ever is. If anything, in a culture like ours that celebrates money and excess to an alarming extent, there appears to be a...

18 Mar 2025 Protecting Your Well-Being in Unsettling Times

Posted at 17:07h in The Friday Brief by Geoff Hall, CFP®, RICP®

Six years ago, in a Friday Brief, I asked you to rate your financial well-being. I also shared my own definition of what that meant, which at the time looked something like this: Freedom from worry. The ability to spend as much time as I’d like with...

13 Mar 2025 The Next Best Decision

Posted at 15:27h in The Friday Brief by Daniel Logan, CFP®

I was recently reviewing some old financial information at Vanguard (financial planners have fun hobbies) and came across the following transaction from almost a decade ago that I had forgotten about: I had sold 12.166 shares of Apple (this was pre-split, so this would be 48.664...

06 Mar 2025 What’s the ROI of Working With a Financial Advisor?

Posted at 07:05h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Over the years, there have been a few attempts to quantify the value of working with a financial advisor. Clearly, not an easy task. Clients are different, financial advisors are different. That variability makes measurement difficult. In 2001, Vanguard published a paper titled Vanguard's Advisor...