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02 Mar 2018 Turns Out, Most Stocks Fail to Outperform Treasury Bills.

Posted at 10:54h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

You may have heard of the 4% rule as it pertains to retirement. It goes like this: If you begin retirement withdrawing 4% of your savings and adjust each following year’s withdrawals for inflation, your money should last 30 years. It may be the most...

11 Dec 2015 Beacon 3.0

Posted at 15:06h in The Friday Brief by Sam Bass Jr.

When I started Beacon almost 20 years ago, I wanted to do one thing for my clients: Grow their wealth faster than they could grow it elsewhere. That's still true today, but everything else has changed.

23 Jan 2015 How to Win the Investment Game

Posted at 14:46h in The Friday Brief by Sam Bass Jr.

Today's post marks a milestone for the Friday Brief as the 600th issue of a weekly series that dates back to June 29, 2001. Thank you so much for your loyal readership. In appreciation, I'd like to share some pearls of investment and planning wisdom picked...

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.