Beacon Wealthcare |

13 Jul 2018 The Second Quarter of 2018

Posted at 13:26h in The Friday Brief by Sam Bass Jr.

The economy continues to plow ahead, despite the threat of trade wars and uncertainty of US trade status on this continent, Europe and Asia. For the year so far, stocks as measured by the S&P 500 and the Vanguard Total US Market index are up...

06 Jul 2018 Declare Your Independence from the Pitfalls of Aging

Posted at 11:06h in The Friday Brief by Sam Bass Jr.

We just celebrated our 242nd year of independence from the tyranny of King George’s taxes, tariffs, and regulations. A brave few representatives from thirteen British colonies signed their names to a document that would have resulted in their deaths as traitors to the Crown should...

29 Jun 2018 401k Bombs and the Fall of GE

Posted at 08:26h in The Friday Brief by Jared Korver, CPA, CFP®

In Barbarians at the Gate, a thrilling tale of the buyout of RJR Nabisco in the late 80s, there is an account of the development of a smokeless cigarette product called Premier that, while being ahead of its time in some respects, was also a...

22 Jun 2018 Planning and Social Security

Posted at 13:15h in The Friday Brief by Sam Bass Jr.

This year, some 45.5 million Americans will receive $63 billion in retirement benefits, according to the Social Security Administration. Of these recipients 65 years or older, 50% of married couples and 71% of unmarried persons depend on Social Security for more than 50% of...