Beacon Wealthcare |

24 Jan 2020 High Returns Don’t Guarantee Wealth

Posted at 10:12h in The Friday Brief by Sam Bass Jr.

Stock market returns last year as measured by the S&P 500 were a remarkable 31.5%. Gains this large are tempting. But return percentages can be misleading for several important reasons: Returns don't necessarily correlate with improving wealth, returns come at a cost, and whole portfolio...

17 Jan 2020 The Risks We Overlook

Posted at 07:00h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

I feel comfortable saying most people are aware that death or disability will affect their finances or the finances of the loved ones they leave behind. They may underestimate the impact or fail to take the necessary steps to mitigate these threats, but, at the...

10 Jan 2020 Is Tesla The Next Big Thing?

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

Look, first off, I don't know. And secondly, if you've been around us very long at Beacon you know that we are not stock pickers and will never be stock pickers, for reasons that we have laid out many, many times. The title of this...

03 Jan 2020 Top 11 Financial To Do’s

Posted at 07:00h in The Friday Brief by Geoff Hall, CFP®, RICP®

Each year I’m given the privilege of speaking with several groups of recent college grads about personal finance. It’s no secret that even after 4 years of high school and several years of college (and perhaps beyond) most people enter the complex world of personal...