Beacon Wealthcare |

13 May 2021 My Favorite Investment Story

Posted at 17:06h in The Friday Brief by Geoff Hall, CFP®, RICP®

“We are, as a species, addicted to story. Even when the body goes to sleep, the mind stays up all night, telling itself stories.” — Jonathan Gottschall, The Storytelling Animal: How Stories Make Us Human We all love to hear stories. A really good one can...

06 May 2021 Olly & the Search for Meaningful Advice

Posted at 18:20h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

As some of you know, we recently added a Golden Retriever puppy to our family. His name is Olly, he’s about 10 weeks old, cute as a button, and excellent at going to the bathroom in our house. I won’t pretend to be weathering the unexpected...

29 Apr 2021 Subtractive Changes and Financial Peace

Posted at 18:56h in The Friday Brief by Jared Korver, CPA, CFP®

When I think about writing, I have two rules. The first came to me by way of my 8th grade teacher, Mrs. Vermeulen: Sometime in high school or maybe even college, long after she was my official teacher, she said, "Jared, the only difference between writers...

22 Apr 2021 Are You “Diversifying” Your Financial Decisions?

Posted at 20:34h in The Friday Brief by Geoff Hall, CFP®, RICP®

One of my favorite things about being a financial advisor is the opportunity it affords me to hear different people's money stories. Our experiences with money early on, and throughout our lives, play an important role in how we think about money today. It's those...