True Wealth Spotlight™

Waypoint Three: The Voyage

by: Cassandra Laymon, CFP®, MBABy now, you are well on your way through the Stewardship Journey! While I’m covering one waypoint per week, some of these stops require months, years…
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What’s the difference between ordinary tax rates and capital gains tax rates?

By Dennis Gillard, CPAThe 10-40% of taxes you pay to the government on your earned income is called your “ordinary” tax rate.The opposite of ordinary is special, right?  That's what…
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023 – The Stewardship Journey Part 1

At Beacon Wealth Consultants, we offer to take our clients on "The Stewardship Journey." This process consists of taking you and your finances from the early stages of budgeting, giving…
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Interview with Hillary Sunderland

Question:  What is your role on the Beacon Wealth team?Hillary:  I serve as Chief Investment Officer for the firm.  My main role is to manage Beacon Wealth’s LightPoint Portfolios and…
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The Stewardship Journey Waypoint 2: Setting Sail

by: Cassandra Laymon, CFP®, MBALast week we discussed some basic but very important steps to gaining confidence and becoming a good financial steward with your money:Consistent TithingPay Off Credit Cards…
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Waypoint 1: Getting Your Financial House in Order

Cassandra Laymon, CFP®, MBALast week we reviewed some of the initial steps you should take for a strong financial start in life.  If you are not just starting out but…
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Let’s Start at the Very Beginning…

by: Cassandra Laymon, CFP®, MBALast summer my soon-to-be high school senior, Sam, took a required Financial Literacy course at his school. As a financial advisor, I thought this was a…
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Saturday Spotlight: Shining Light Company – XPO Logistics

XPO Logistics (NYSE: XPO) is a Fortune 500 American corporation and a top ten global logistics company. Headquartered in Greenwich, Connecticut and founded in May 1989, this Shining Light Company…
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023 – What does a Chief Investment Officer do?

This month we welcome Hillary Sunderland, Chief Investment Officer (CIO) at Beacon Wealth Consultants to talk about the responsibilities of her role, and how a CIO can support you and…
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Why We Don’t Invest in Pornography and Adult Entertainment

By Cassandra Laymon, CFP®, MBAFlee from sexual immorality. All other sins a person commits are outside the body, but whoever sins sexually, sins against their own body. ~ 1 Corinthians 6:18I know what you’re…
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Be a Beacon

About 15 years ago, a gentleman named Ed Weiss came to us to help navigate his impending retirement from a long career working in the home office of a major…
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Saturday Spotlight: Shining Light Company – Parker Hannifin

Parker Hannifin (NYSE: PH) is a Fortune 500 company that specializes in motion and control technologies. Headquartered in the Cleveland, Ohio area, Parker was founded in 1917 and has been…
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When Should I Start Taking My Social Security Benefit?

by: Cassandra Laymon, CFP®, MBAAs a financial advisor, I’m often asked the question, “When should I start taking my Social Security benefit?”  As in all cases of financial planning, there…
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2017 Halftime Report

  https://youtu.be/wC9pNK9y0ng RECORD STOCK MARKET HIGHS. HEATED POLITICAL DEBATES. CONFLICTING ECONOMIC HEADLINES. We are only halfway through 2017, and the year has already provided a wealth of perspectives to discuss and unravel. Join us…
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022 – BRI Screening with Rusty Leonard and Olivia Hann

When we first introduce the concept of Biblically Responsible Investing to clients and explain our screening process, the first question we're often asked is, "How do you do that?" The…
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