Beacon Wealthcare |

06 Mar 2025 What’s the ROI of Working With a Financial Advisor?

Posted at 07:05h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Over the years, there have been a few attempts to quantify the value of working with a financial advisor. Clearly, not an easy task. Clients are different, financial advisors are different. That variability makes measurement difficult. In 2001, Vanguard published a paper titled Vanguard's Advisor...

27 Feb 2025 It’s Gotta Be The Shoes!

Posted at 19:47h in The Friday Brief by Jared Korver, CPA, CFP®

In her phenomenal book In This Economy?: How Money & Markets Really Work, Kyla Scanlon writes about what she calls the "vibes economy." So much of what happens at the macroeconomic level seems to be based on sentiment—or, vibes—and it's crazy how much power those vibes...

20 Feb 2025 FIYA, not FIRE

Posted at 14:14h in The Friday Brief by Ellen Martin

I suspect most of our readers know of the FIRE acronym - Financial Independence, Retire Early. I came across a recent Pew Research report that discussed how the age of young adults reaching financial independence from their parents is shifting later, so thought this week's...

13 Feb 2025 Rethinking Wealth: Lessons from Die With Zero

Posted at 13:16h in The Friday Brief by Geoff Hall, CFP®, RICP®

Managing money often means juggling competing priorities—giving generously, saving for retirement, helping our kids with college, paying down the mortgage—all while trying to create meaningful experiences along the way. My wife, Crystal, and I strive to be intentional about where our money goes, but it’s...