Beacon Wealthcare |

25 Sep 2020 Taxes and Thinking Long-Term

Posted at 12:17h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

A few weeks back I wrote an explainer of Joe Biden's tax proposal and received some questions about the following passage: "(Y)es, there are times where it’s beneficial to accelerate income." It's a counter-intuitive statement because most of the conversation around taxes is that you...

18 Sep 2020 Nikola and Startup Investing

Posted at 06:00h in The Friday Brief by Jared Korver, CPA, CFP®

"The short seller said a 2018 promotional video showing a prototype of a Nikola semi-truck traveling down the road was staged and that the truck was rolling down a hill rather than propelling itself...

11 Sep 2020 Nervy Week, Nervy Q4?

Posted at 06:00h in The Friday Brief by Jared Korver, CPA, CFP®

[caption id="attachment_12133" align="alignleft" width="300"] COVID chart or Stock Market chart?[/caption] It's been a nervy week of trading in the stock market! Particularly for tech stocks. The Nasdaq Composite Index (which is heavily weighted toward tech stocks) fell more than 10% in just three trading sessions after...

03 Sep 2020 How Much Apple Do You Own?

Posted at 20:33h in The Friday Brief by Geoff Hall, CFP®, RICP®

There's almost always something interesting going on with the stock market. Lately, it’s been hard to ignore the dominance of large U.S. technology stocks. The fact that the stock market, as measured by the S&P 500, is up 9.16% year-to-date as of September 1st is...