Beacon Wealthcare |

18 Aug 2022 What Is A House For?

Posted at 16:32h in The Friday Brief by Jared Korver, CPA, CFP®

In September of 2014, Amy and I bought our first house. I had just quit a (higher-paying) job at a Big 4 accounting firm to come work at Beacon that spring, and without knowing much of anything about buying a house, we bought one: 955...

11 Aug 2022 Ripple Effects

Posted at 17:57h in The Friday Brief by Ellen Martin

Often in financial planning, one seemingly simple decision has ripple effects into other elements of your financial life that may not be obvious from quick glance. Sometimes the impact is more immediate and shows up on this year’s tax return. Other times the impact shows...

04 Aug 2022 Never Say Never

Posted at 16:29h in The Friday Brief by Geoff Hall, CFP®, RICP®

I'm not much of a bumper sticker guy. I don't have one on my car now and I really don't know which one I'd choose if I decided to get one. Maybe an egg-shaped sticker with "BWC" on it for Beacon Wealthcare. Or a yellow,...

28 Jul 2022 It’s Been a Year (Checking In On Mr. Lynch)

Posted at 09:00h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Almost exactly a year ago, I wrote a brief about the Morgan Stanley Inception Fund, Wall Street Journal's top mutual fund for the one-year period ending June 30th, 2021 (you can read the brief here). In summary, the Inception Fund, managed by Dennis Lynch, was...