Beacon Wealthcare |

19 Dec 2014 Two Things: “Thank You” and Haiku

Posted at 15:29h in The Friday Brief by Jared Korver, CPA, CFP®

Sketch by Carl Richards of Behavior Gap We have so much to be thankful for here at Beacon, and in the very center of that sense of gratefulness is You. We consider ourselves blessed to be in the position of walking alongside you as you craft a...

29 Aug 2014 Is Financial Planning Really That Important?

Posted at 10:22h in The Friday Brief by Sam Bass Jr.

I'll be the first to admit that the idea of "financial planning" can sound about as exciting as an invitation to a friend's daughter's third grade violin concert. Throw in the fact that we are in-the-moment creatures, not naturally focused on the future and we begin to understand why planning is such a challenge for us. We are so busy managing the chaos of our daily lives, we simply can't afford to take the time to consider a future that seems to be coming at us faster than we can adjust.

22 Aug 2014 Dow 6000?

Posted at 10:29h in The Friday Brief by Geoff Hall, CFP®, RICP®

If you visited the Yahoo Finance web page on Wednesday, you may have seen this headline: "Dow 6,000: Wild prediction or worthwhile caution?" The article behind the headline is about a guy named Harry Dent. Dent has made a number of market predictions over the past few decades--his...

13 Feb 2014 Should You Hold More or Less Cash?

Posted at 17:32h in The Friday Brief by Sam Bass Jr.

As financial advisors we are often asked, "how much cash should we set aside?" while others wonder, "why hold it at all, given such low returns relative to equities and fixed assets?" A proper answer to the second question requires a discussion of Modern Portfolio Theory - an involved topic for another day. Today, we look at the question more fundamentally, in human terms. Cash means different things to different people.