Beacon Wealthcare |

18 Mar 2025 Protecting Your Well-Being in Unsettling Times

Posted at 17:07h in The Friday Brief by Geoff Hall, CFP®, RICP®

Six years ago, in a Friday Brief, I asked you to rate your financial well-being. I also shared my own definition of what that meant, which at the time looked something like this: Freedom from worry. The ability to spend as much time as I’d like with...

13 Mar 2025 The Next Best Decision

Posted at 15:27h in The Friday Brief by Daniel Logan, CFP®

I was recently reviewing some old financial information at Vanguard (financial planners have fun hobbies) and came across the following transaction from almost a decade ago that I had forgotten about: I had sold 12.166 shares of Apple (this was pre-split, so this would be 48.664...

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...