Beacon Wealthcare |

22 Jun 2023 Money Stories

Posted at 18:03h in The Friday Brief by Ellen Martin

Someone recently asked me when I learned how to use Excel/Word/PowerPoint. I honestly couldn’t remember so I asked my older sister, who could pinpoint learning to use Excel formulas and create graphs during 8th grade computer lab. Before then, we just learned on our own...

15 Jun 2023 Beacon Summer Reading List

Posted at 15:51h in The Friday Brief by Geoff Hall, CFP®, RICP®

The summer season is finally here, and for many that presents an opportunity to slow down. If you’re like us at Beacon, you might plan to use some of your extra downtime reading a good book. We all have a long list of books that...

08 Jun 2023 A Narrow Rally and Other Market Thoughts

Posted at 15:18h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

On Friday, June 2nd, the S&P 500 closed at 4,282.37, which on its own is meaningless. Combined with where it closed on October 12th, 2022 (3,577.03), and we see that it got as close as possible to a bull market rally without actually realizing it,...

01 Jun 2023 The Pursuit of Life and Style

Posted at 19:58h in The Friday Brief by Jared Korver, CPA, CFP®

Earlier this week Amy and I watched an episode of Seinfeld where Elaine's boss, Mr. Pitt, becomes so obsessed with a 3-D art print that he can't stop staring at it and nearly loses his mind. I can relate in two ways: First, I always...