Beacon Wealthcare |

02 Nov 2018 Investment Efficiency

Posted at 13:44h in The Friday Brief by Sam Bass Jr.

Efficiency measures what is produced against the inputs required to produce it. Efficiency is generally reduced by some form of drag, such as friction, cost, energy, or time, but there can be great reward in improving efficiency. An investment portfolio produces greater wealth as the friction...

31 Oct 2018 Beacon Flash: How to navigate your employer being acquired

Posted at 14:12h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

https://youtu.be/Ojv94IEt5Qc With the recent announcement that Red Hat is being acquired by IBM for $34B, we thought it would be helpful to share our thoughts on how employees of acquired companies can smoothly navigate a transition like that. Watch as we discuss what to do with your...

26 Oct 2018 Quarterly Statements and Market Volatility

Posted at 15:54h in The Friday Brief by Geoff Hall, CFP®, RICP®

[caption id="attachment_9886" align="alignright" width="284"] *An impressive collection of mailings generated for one Charles Schwab account in one day![/caption] Lofty expectations for corporate earnings have combined with rising interest rates and increased global trade tensions to bring volatility back to the stock market after a long hiatus. ...

19 Oct 2018 Good money, Bad money

Posted at 12:14h in The Friday Brief by Jared Korver, CPA, CFP®

When my son Charlie came home from the NICU in February and was going to doctors appointments with some frequency, one of the things that came up was that he, like many newborns, had a case of torticollis. Torticollis is basically the tendency for a...