Beacon Wealthcare |

10 Nov 2017 A Word About Cryptocurrency and Risk Management

Posted at 11:52h in The Friday Brief by Jared Korver, CPA, CFP®

Here are two articles that came across my desk on Wednesday of this week: one in the morning entitled "Nearly a Third of Millennials Say They'd Rather Own Bitcoin Than Stocks," and then one that evening entitled "'$300m in cryptocurrency' accidentally lost forever due to...

30 Jun 2017 Your Declaration of Independence

Posted at 16:18h in The Friday Brief by Geoff Hall, CFP®, RICP®

Some 241 years ago the United States of America became a sovereign nation simply by declaring it, knowing all too well that the prospect of actually winning it against the will of the most powerful nation in the world was smaller than scant. The men...

31 Mar 2017 Are We Talking the Same Language?

Posted at 15:01h in The Friday Brief by Sam Bass Jr.

The financial services industry, like the medical industry, the marketing industry, and the automotive industry, all have their their unique shorthand terms and abbreviations that are clear to insiders, but confuse and obscure understanding for outsiders. It's called 'the curse of knowledge.' Jane Kennedy defines the curse of knowledge as "a cognitive bias that occurs when an individual, communicating with other individuals, unknowingly assumes that the others have the background to understand."

03 Mar 2017 How Does Your Investment Portfolio Compare to the Yale Endowment’s?

Posted at 14:08h in The Friday Brief by Jared Korver, CPA, CFP®

Two of the most important aspects of a good investment philosophy can be summed up by the following questions. 1) Is this strategy likely to work? 2) Will I be able to stick with this strategy for long periods of time throughout the inevitable ups and down of the stock market? At Beacon, we have a thoughtful, well-defined investment philosophy that we think answers both of the above questions in the affirmative.