Beacon Wealthcare |

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.

22 Apr 2016 Understanding Monte Carlo

Posted at 11:42h in The Friday Brief by Sam Bass Jr.

What is it about a glitzy gambling city on the Mediterranean, known as Monte Carlo, that could possibly diminish or eliminate the gamble we often associate with our lifetime-investing and planning? A second question sheds light on the first. Where do you think all that...

15 Apr 2016 Tempis Fugit

Posted at 12:31h in The Friday Brief by Sam Bass Jr.

How often we've heard, and used, the phrase 'time flies' without giving it much thought. The phrase paints a picture of time flying away from us almost whimsically, like a butterfly, naturally and unburdened. The term actually derives from the Latin, tempis fugit, and originally appeared in Virgil's Georgics - as fugit inreparabile tempus or "it escapes, irretrievable time." Fugit forms the root of our word fugitive, painting a different picture of the flight of time than our butterfly, irretrievably escaping like a thief.