Market Update
An Indecisive Market – February 2023 Commentary
Have you ever been in a situation where you are unsure of what to do? You go back and forth,...
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Positive Alignment: Demonstrating Strong Servant Leadership
A company’s financial statements can’t tell you everything you’d want to know as a potential investor. There are components of...
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December 2022 Market Commentary
Many investors are happy to see 2022 in the rear-view mirror. As we begin this new year, what might we...
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November 2022 Market Commentary – Generating Tax Alpha
Year-end tax surprises are no fun, and you may be surprised to learn that it’s possible owe capital gains taxes...
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October 2022 Market Commentary – What is Investor Sentiment?
How do investors’ thoughts and emotions affect stock and bond prices? In our October 2022 market commentary, Beacon Wealth Consultants’...
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September 2022 Quarterly Economic and Market Update
In our September 2022 Quarterly Economic and Market commentary, Beacon Wealth Consultants’ Chief Investment Officer Hillary Sunderland, CFA®, CKA® looks...
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August 2022 Market Commentary – Riding Out the Volatility
Many of you are wondering when the market volatility and inflation will end. In our August 2022 market commentary, Beacon...
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July 2022 Clean Water Well Impact Report
One of Beacon Wealth Consultants’ positive impact themes that we have in our portfolios is clean water technology. In our...
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June 2022 Mid-Year Economic and Market Update
Inflation, volatility, world events, Supreme Court decisions…2022 has been anything but boring so far. In our 2022 mid-year commentary, Beacon...
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