Beacon Wealthcare |

28 Aug 2025 “Don’t Be a Monkey”

Posted at 18:16h in The Friday Brief by Ellen Martin

Even if you didn’t attend an Ivy League school, you can still learn from their investment mistakes. Jason Zweig’s recent Intelligent Investor column highlights how several elite universities were caught with too many illiquid assets when they needed cash and relearned a lesson they should...

18 Aug 2025 The Power of Good Decisions

Posted at 18:50h in The Friday Brief by Geoff Hall, CFP®, RICP®

Lately, I’ve been thinking about how much good decisions matter—in every part of life, but especially when it comes to personal finance. Why does it matter so much? For one, good decisions compound. Each one creates a stronger foundation for the next, shaping the opportunities we encounter...

13 Aug 2025 What Will You Spend in Retirement?

Posted at 18:02h in The Friday Brief by Daniel Logan, CFP®

One of the most important pieces of a long-term financial plan, and often the hardest to predict, is what someone's spending will look like in retirement. It seems relatively simple - just take what you are spending now and inflate it over time. Collective experience...

07 Aug 2025 The Perfect Time to Invest

Posted at 14:22h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

The S&P 500 has covered a lot of ground this year. After rising more than 4.5% through the first seven weeks, it stalled out as investors braced themselves for President Trump's early-April tariff announcement. As we all remember, the tariffs were significantly higher than expected,...