Beacon Wealthcare |

05 Sep 2024 Caregiving

Posted at 13:59h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

The September issue of the Journal of Financial Planning (JFP) has a sole focus: How to help the aging and those who are caring for them. The Journal isn't alone in tackling this issue, of course, and for good reason: the United States is getting...

28 Aug 2024 Mind the Investor Gap

Posted at 19:01h in The Friday Brief by Daniel Logan, CFP®

Jason Zweig of The Wall Street Journal is one of my favorite financial writers. Zweig recently wrote a piece that hit home for me: Messing Up the Closest Thing to a Sure Thing in the Stock Market. While the entire article could be quoted, I...

22 Aug 2024 Sports Betting and Poor Substitutes

Posted at 01:50h in The Friday Brief by Jared Korver, CPA, CFP®

You think we look pretty good together You think my shoes are made of leather But I'm a substitute for another guy I look pretty tall, but my heels are high The simple things you see are all complicated I look pretty young, but I'm just back-dated, yeah "Substitute" - The...

13 Aug 2024 Don’t Let Fear-Driven Headlines Control Your Financial Decisions

Posted at 16:57h in The Friday Brief by Geoff Hall, CFP®, RICP®

Last Monday morning, while on vacation with my family, I fell into one of the oldest traps in financial media. Despite knowing better, I opened the CNBC app on my phone to "check in" on the stock market. The top headline screamed, "DOW PLUNGES MORE...