Beacon Wealthcare |

07 Dec 2018 What Are the Markets Telling Us?

Posted at 14:25h in The Friday Brief by Sam Bass Jr.

Markets are in a tizzy (a state of nervous excitement or agitation). Investors are asking, is the party over, is the bull market ending or are we just taking a pause? The latest volatility has been set off by 'tariff-tweets,' Fed talk, economic data, and...

30 Nov 2018 Bond Portfolios Have Been Corrupted

Posted at 09:50h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

I happened across this tweet last night: https://twitter.com/syouth1/status/1068262877411401729 If you are unfamiliar with Bill Gross, he founded the mutual fund powerhouse PIMCO and for a long time ran the largest bond fund in the world, PIMCO Total Return. He’s something of a legend in the bond world....

16 Nov 2018 Thanks for Nothing, Headlines

Posted at 13:34h in The Friday Brief by Jared Korver, CPA, CFP®

We will celebrate Thanksgiving in less than a week, on the 22nd of November (which is, incidentally, the earliest possible date we could celebrate Thanksgiving). You know how it goes when these early ones come around--we are all getting "snuck up on" and "caught off...

09 Nov 2018 2018 Year End Money Moves

Posted at 10:04h in The Friday Brief by Geoff Hall, CFP®, RICP®

As the holidays and new year approach with alarming rapidity--but before you get swept up in parties and family gatherings completely--it's a great time to take a look at your finances. 2018 still has some important planning opportunities, and getting ahead of 2019 could pay...