Beacon Wealthcare |

15 Jul 2021 Will Mr. Lynch Become a Victim of His Own Success?

Posted at 13:22h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

In last week's brief, Jared opened with this quote from Howard Marks: “By being in the top half for 14 years, he was in the top decile for the whole period. And I thought that was a great realization.” Jared went on to say, "You...

08 Jul 2021 In Praise of a Quiet Life

Posted at 08:00h in The Friday Brief by Jared Korver, CPA, CFP®

"By being in the top half for 14 years, he was in the top decile for the whole period. And I thought that was a great realization." I heard Howard Marks—the co-founder of Oaktree Capital Management—say that on a podcast a couple weeks ago. He was discussing...

24 Jun 2021 How Do You Feel About Your Finances?

Posted at 09:21h in The Friday Brief by Geoff Hall, CFP®, RICP®

Two years ago this month, I wrote a piece asking you to rate your financial well-being on a scale of 1 to 10 — 1 being poor and 10 being excellent. While acknowledging that everyone would have a slightly different version, I also made an...

17 Jun 2021 “The Misguided Beliefs of Financial Advisors”

Posted at 19:02h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

A research piece published in April of this year looked at how financial advisers at two large Canadian firms invested both their clients' money as well as their own. The data covered 4,000 financial advisors, 500,000 clients, and spanned 14 years. Its findings are frustrating,...