Beacon Wealthcare |

17 Mar 2022 Your Portfolio Is A Bunch of Metal Parts

Posted at 18:05h in The Friday Brief by Jared Korver, CPA, CFP®

I have a simple dream for Beacon's clients, and it is this: That each one, over time, would think less and less about their portfolio, or at least that they would start to think of it as a collection of metal parts that just needs...

10 Mar 2022 College – What’s it Worth?

Posted at 20:55h in The Friday Brief by Ellen Martin

Ahh, spring. The season when days get longer, flower bulbs emerge, and sneezing fits from allergies return. Plus, it’s every high school senior's (and their parents') favorite time of year – college decision season! Acceptance letters and financial aid offers arrive by mid-April, with most...

03 Mar 2022 Keep a Steady Hand on the Tiller

Posted at 14:30h in The Friday Brief by Geoff Hall, CFP®, RICP®

Uncertainty surrounding Russia's ongoing invasion of Ukraine has combined with historically high inflation in the U.S., rising interest rates and pandemic related supply chain bottlenecks to bring volatility back to the stock market after a long hiatus. It would appear that daily, multiple percentage point...

24 Feb 2022 What’s $1,000 Worth?

Posted at 13:28h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

What's $1,000 worth? As with most things in personal finance, the answer is, "It depends." Are we talking about a thousand bucks received a year ago? If so, then about 7.5% more than if received today. If used to reduce debt, it's worth $1,000, unless...