Beacon Wealthcare |

28 Apr 2017 Buying Happiness, Part 1: How Much Cash Should You Have?

Posted at 11:10h in The Friday Brief by Jared Korver, CPA, CFP®

You might be tempted to think, as I often am, that the business of money is fairly straightforward. Some spreadsheets here, some Monte Carlo testing over there, some budgeting along the way, and ding ding ding! There you have it: A wonderfully black and white sort of product with very little wiggle room for uncertainty, or, more to the point, humanity.

21 Apr 2017 Confessions of a Former Active Manager

Posted at 10:00h in The Friday Brief by Sam Bass Jr.

Just yesterday, following a conversation with a client, I experienced an all too familiar tug, not unlike the one an alcoholic might feel at a cocktail party, when the smell of alcohol is rich in the air and that drink is but an order away. During our conversation I learned that Amazon AMZN was now up 21% for the year so far. The broad stock market is up 5.7% by comparison

13 Apr 2017 Big News….We’re Moving!

Posted at 11:23h in The Friday Brief by Jared Korver, CPA, CFP®

We've got some big news to share with everyone...

07 Apr 2017 Six Ways to Use Your Tax Refund

Posted at 10:46h in The Friday Brief by Jared Korver, CPA, CFP®

Though I haven't worked on tax returns that aren't mine in quite some time, there is a very real part of my CPA brain that can't help thinking a lot about taxes this time of year. And one of the things I think about is...