Beacon Wealthcare |

14 Nov 2014 Trust Stocks, Not the Middle Men

Posted at 10:09h in The Friday Brief by Sam Bass Jr.

"I don’t trust stocks. They are uncertain, and if you ask five different financial advisors you will get five very different answers about how to deal with their uncertainty." This declaration, recently made by a young prospective client during a meeting requested by her, at the urging of a friend and client of ours, reveals the deep frustration and fear many have regarding stock investing. Her earnestness to invest wisely her family's hard-earned savings was evident, but a product-focused financial services industry had all but destroyed her confidence in the wealth-creating power of the stock markets.

23 Mar 2012 Confessions of an Active Money Manager

Posted at 14:13h in Briefs about our Process, The Friday Brief by Sam Bass Jr.

As I look back to the early years of my career as a financial advisor, I recall being driven by three powerful and distinct forces. The first was necessity. With a wife and three children completely dependent on my commissions, success was not a dream or a goal, it was a necessity.

14 Oct 2011 “A Foolish Consistency is the Hobgoblin of Little Minds” Ralph Waldo Emerson

Posted at 12:20h in Briefs about our Process, The Friday Brief by Sam Bass Jr.

Psychologists have uncovered a fascinating phenomenon about people at the racetrack. The moment after placing their bet on a horse they become much more confident of their horse’s chances of winning than they were immediately before placing their bet. Is it possible that the very same thing happens the moment we invest in a stock or a mutual fund?