Beacon Wealthcare |

23 Apr Withdrawals That Count

Posted at 18:33h in The Friday Brief by Ellen Martin

Last week Geoff wrote about the deposits that really matter into all the accounts we manage, including time, energy, social, and memory accounts – plus the obvious financial accounts. If you missed his post, I highly recommend going back to it and sitting with his...

14 Apr Deposits That Really Matter

Posted at 16:30h in The Friday Brief by Geoff Hall, CFP®, RICP®

When we hear the phrase bank account, most of us immediately think about money. Checking. Savings. Investments. The financial accounts that reflect our income, spending, and saving. But over the years, I’ve come to believe we’re all managing several other types of accounts, whether we...

09 Apr What I Hope My Daughter Learns

Posted at 14:28h in The Friday Brief by Daniel Logan, CFP®

As I sit here writing this Brief, my wife and I are on the precipice of welcoming our first child into the world, a baby girl. Naturally, there are many thoughts running through my mind. Do we have everything we need? If not, Amazon is...

26 Mar Geopolitics Revisited

Posted at 12:16h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Almost exactly two years ago, I wrote about the impact of geopolitics on investing. At the time, Russia's invasion of Ukraine was a little over two years old, Israel had suffered a terrorist attack by Hamas six months earlier, and Iran had recently launched a...