Beacon Wealthcare |

01 Dec 2017 7 Year-End $ Moves Worth Considering

Posted at 13:38h in The Friday Brief by Geoff Hall, CFP®, RICP®

Maybe, just maybe, in this brief period between Thanksgiving and Christmas, you've got a few moments to think about and act on your finances. It's a great opportunity to do so, as you still have a little bit of time to get some important things...

04 Oct 2013 The Weekend Reader

Posted at 16:02h in Blogs by Geoff Hall, CFP®, RICP®

Welcome to the Beacon Weekend Reader: Our weekly compilation of interesting articles and videos designed to keep you informed and engaged in the areas of economics, personal finance and life. We hope you enjoy this week's edition. Please send us your thoughts on this week's articles and suggestions for future posts. Have a great weekend.

13 Sep 2013 The Fear of Missing Out

Posted at 14:42h in The Friday Brief by Sam Bass Jr.

Rapidly rising stock markets are the most challenging times for financial advisors who truly care about their client's long-term well being. This latest market rally is no different as it has prompted a number of calls from clients asking if they should be more aggressively invested to avoid missing out on the rally. Frankly, I’ve always suspected that my answer fell short of satisfying them. Now I know why.