Beacon Wealthcare |

17 Sep 2025 Money Lessons in Film

Posted at 16:15h in The Friday Brief by Daniel Logan, CFP®

In the past, Beacon has had fun hosting a movie night at The Rialto Theater, conveniently located across the street from the Beacon house. Recently we have watched Back to the Future and Ferris Bueller's Day Off. After a brief hiatus due to theater renovations,...

11 Sep 2025 Alfred Nobel’s Obituary

Posted at 11:52h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

You may remember that back in June we sent out the Beacon Summer Reading list. It's something we've done the past few years and this summer my selection was "The Mysterious Case of Rudolf Diesel: Genius, Power and Deception on the Eve of World War...

04 Sep 2025 The Math Is Always There

Posted at 15:27h in The Friday Brief by Jared Korver, CPA, CFP®

The legendary New York fashion photographer Bill Cunningham once said "Money is the cheapest thing. Liberty is the most expensive." A man of tremendous simplicity and fierce independence, this was not just a mantra for him, but something of a lifelong philosophy borne out by...

28 Aug 2025 “Don’t Be a Monkey”

Posted at 18:16h in The Friday Brief by Ellen Martin

Even if you didn’t attend an Ivy League school, you can still learn from their investment mistakes. Jason Zweig’s recent Intelligent Investor column highlights how several elite universities were caught with too many illiquid assets when they needed cash and relearned a lesson they should...