Beacon Wealthcare |

02 Feb 2023 No Such Thing As Easy Money

Posted at 16:05h in The Friday Brief by Jared Korver, CPA, CFP®

It seems to me that the most devastating, most commonly sold lie in finance is that something can be got for nothing. That the hard work can be skipped, that the process can be short-circuited, that no-pain can in fact lead to solid gains. This is an...

26 Jan 2023 The Intersection of Market Narratives and Personal Responses

Posted at 19:20h in The Friday Brief by Ellen Martin

The Beacon office is located within the heart of Five Points neighborhood in Raleigh, appropriately named after the five-pointed intersection of Glenwood Avenue and neighborhood roads. That intersection is known for having confusing traffic patterns, speeding cars, distracted pedestrians, and unfortunately, many accidents. You need...

19 Jan 2023 One For The Books

Posted at 15:05h in The Friday Brief by Geoff Hall, CFP®, RICP®

2022 was a tough year to be an investor. Supply chain bottlenecks, the highest inflation we've seen in 40 years, the war in Ukraine and a very aggressive Federal Reserve all ran headlong into elevated stock and bond valuations creating an unpleasant scenario for most...

12 Jan 2023 How SECURE Act 2.0 Impacts IRAs, 401(k)s, 529s, and RMDs

Posted at 06:00h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

As 2022 came to a close, Congress passed a spending bill that included a retirement bill commonly referred to as "SECURE Act 2.0." Its predecessor, 1.0, passed at the tail-end of 2019 and lifted the starting age for Required Minimum Distributions (RMDs) from 70 to...