Beacon Wealthcare |

20 May 2016 Why Are ETFs Better?

Posted at 14:06h in The Friday Brief by Sam Bass Jr.

Exchange Traded Funds, or ETFs, are the most efficient vehicle yet devised to harness the returns of stock and bond indexes. They capture nearly all of the underlying assets' returns with little or no leaks of taxes, expenses, or under-performance.

13 May 2016 But, WHY do you . . . ?

Posted at 12:36h in The Friday Brief by Sam Bass Jr.

Tell me about yourself . . . "I'm a -

lawyer"
haircutter"
banker"
writer"
contractor"
developer"
mother"
doctor"

Tell me more . . . "I specialize in -

06 May 2016 Process

Posted at 14:13h in The Friday Brief by Sam Bass Jr.

Almost universally, people describe their financial program in terms of affinity and trust for their advisor. It’s only natural that relational ties would play such a central role in one of our most intimate relationships. But are trust and affinity enough? Are these feelings sufficient foundation for the confidence we place in these individuals and their companies for one of the most important roles of our lives?

29 Apr 2016 Which is Worth More Money, Your Home or Your 401(k)?

Posted at 10:43h in The Friday Brief by Geoff Hall, CFP®, RICP®

It's an interesting question isn't it? Which is currently worth more money, your home or your 401(k)? It's sort of a trick question. Sort of. The point is, if you had to tell someone what your two largest financial assets were, there's a good chance you would list your home and your 401(k) in some order.