True Wealth Spotlight™

Beacon Wealth Consultants Celebrates 20 years of Building Dreams AND Preserving Values

Beacon Wealth Consultants recently celebrated their 20th anniversary as a wealth management and financial planning firm with a home office in Roanoke, VA and branch offices in Florida, North Carolina, Pennsylvania…
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3 Questions to Ask About the Impact of My Purchases vs. My Investments

Cassandra Laymon, CFP®, MBASend your grain across the seas, and in time, profits will flow back to you.  ~Ecclesiastes 11:1By far, the question I’m asked most often is, “I love of…
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An Exceptionally “Normal” Year

Fourth Quarter CommentaryDespite plenty of geopolitical turmoil, lofty stock market valuations, and a Federal Reserve focused on increasing interest rates, 2017 was an exceptionally “normal” year for the stock market.…
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Does God Really Own it All?

By Cassandra Laymon, CFP®So whether you eat or drink, or whatever you do, do it all for the glory of God. ~ 1 Corinthians 10:31 (NLT) Does God really own it all?…
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What is the Evangelical Council for Financial Accountability?

by: Mike Sunderland, CFEI®, Wealth AdvisorHave you ever hesitated to give to an organization because you are not familiar with who they are or do not know for certain what…
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Saturday Spotlight: Shining Light Company – McCormick & Co.

This week’s Shining Light Company is a familiar sight in the spice aisle of supermarkets around the world and will likely be an ingredient in your family Christmas celebration. McCormick…
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Are God and Money Bitter Enemies?

By, Mike Sunderland, CFEI®, Wealth AdvisorMany people in the Christian Church and outside of it believe that God and money are bitter enemies. The Bible might appear to contradict itself…
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Monthly Market Insights – Is Tax Reform a New Reason to Cheer?

December 5, 2017 - Recent headlines have been dominated by the prospect of tax reform which is now in its final stages. While the tax reform bills are largely uniform between…
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026 – How to Protest Business Practices You Oppose: Interview with Tom Strobhar

We often talk about screening your portfolio as a way to align your values with your investments. We call that divesting of those investments - choosing not to invest in business practices…
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Why Investing is Not Gambling

Why Investing is Not GamblingBy Mike Sunderland, CFEI®, Wealth Advisor  “The plans of the diligent lead surely to abundance,     but everyone who is hasty comes only to poverty.” (Proverbs 21:5, ESV)RiskEverything we do in…
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Alcohol and BRI: Can We Have a Drink and Invest in It Too?

By: Mike Sunderland, Wealth AdvisorOur Freedom From Addictions Screen looks to avoid companies that promote or participate in activities that contribute to common addictions, such as companies involved with gambling,…
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Finishing Well the Race Set Before Us

By Rick Laymon, CFP®, CKA®This week we wrap up our blog series on The Stewardship Journey. Let me set the stage for WaypointFive and reaching our ultimate destination, by first…
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025 – The Stewardship Journey Part II

In today's episode of the True Wealth Spotlight, Rick and Cassie discuss Waypoint three on the Stewardship Journey, where you are moving from "stable" to "solid" on the financial planning…
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Waypoint 4: Full Sail

By Rick Laymon, CFP®If you have made it to Waypoint 4, a BIG CONGRATS to you! Many folks never make it this far or beyond on The Stewardship Journey. This…
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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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