True Wealth Spotlight™

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…
Read More

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…
Read More

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…
Read More

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…
Read More

Can My Investments Make A Difference?

By guest blogger Dwight Short, with and introduction by Cassandra Laymon, CFP®, MBAIt’s sometimes hard for me to convince Christians that they can make an impact for change by choosing…
Read More

Crucial Retirement Planning Milestones: What Happens at 59½ and 70½?

by: Cassandra Laymon, CFP®, MBAFinancial planning is a little more straightforward in the accumulation phase,which means the years that you are working and saving for retirement. Once you’ve determined your…
Read More

Saturday Spotlight: Shining Light Company – The Toro Company

Toro (NYSE: TTC) is a Fortune 500 American manufacturer of turf maintenance equipment, snow removal equipment, and water-saving irrigation systems. Headquartered in Bloomington, Minnesota and in business sinceJuly 1914, they…
Read More

Interview with Wade Johnson

Question:  How long have you worked at Beacon Wealth Consultants and what is your role on the support staff?Wade:  I have been with Beacon Wealth for nine years. I serve…
Read More

021 – How do financial advisors get paid?

If you've ever wondered how your financial advisor gets paid, you're not alone!  There are several ways advisors get paid, depending on the type of service they are providing for…
Read More

How Does My Account Grow? The Difference Between Capital Gains, Dividends and Interest

by: Cassandra Laymon, CFP®, MBAOver the past few weeks we’ve talked about different investments (or assets) including stocks, bonds and mutual funds. We also reviewed the meaning of “the market”…
Read More

Interview with Cassandra Laymon

Question:  How long have you worked at Beacon Wealth Consultants?Cassandra:  I joined Beacon Wealth in 2012, when I married our CEO, Rick Laymon. We call it our Marriage and Acquisition!  …
Read More

What Is A Bond?

by Cassandra Laymon, CFP®, MBAOur next installment in this month’s series asks the question, “What is a bond?” The first thing this brought to mind for me is the assumption that…
Read More

Saturday Spotlight: Shining Light Company – J.M. Smucker

Our Shining Light Company this month features a company that is very familiar to most Americans.  For more than a century, Smucker’s (NYSE: SJM) has been helping to make family meals more…
Read More

What is a Mutual Fund?

By Cassandra Laymon, CFP®, MBALast week we kicked off our series on investing with a definition of stocks and what it means to be an owner. This week, we move…
Read More

Interview with Rick Laymon

Question:  How long have you worked at Beacon Wealth Consultants?Rick:  I started the company in my 20’s with the objective of providing clients with truly independent and objective planning advice…
Read More
1 2 13