Beacon Wealthcare |

22 Mar 2019 Start Paying Attention

Posted at 11:28h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

A few years back I read a great article by personal finance writer and artist Carl Richards. He was lamenting how all the budgeting strategies he’s tried over the years have failed. He’s cut credit cards, only used cash, and tried all sorts of other...

15 Mar 2019 Now is the Time

Posted at 10:55h in The Friday Brief by Geoff Hall, CFP®, RICP®

People often ask us what we do with our client portfolios during a market downturn. (For the record, we invest our own money the exact same way.) Evidence shows that making investment decisions during periods of high market volatility is the wrong thing to do...

08 Mar 2019 Exception and Nuance: The King and Queen of Finance

Posted at 13:50h in The Friday Brief by Jared Korver, CPA, CFP®

My son Miles and I went to breakfast this morning before I dropped him off at preschool. We got a bacon, egg, and cheese biscuit for each of us and a donut to share, plus milk for him and coffee for me. I don't know...

01 Mar 2019 How To Make Your Financial Information More Secure

Posted at 15:52h in The Friday Brief by Sam Bass Jr.

If you can remember the passwords you use to secure your most sensitive financial information, if you use the same ones for multiple sites, or if you've written them down and stored them somewhere 'safe' (like the key under the mat), your data is at...