True Wealth Spotlight™

Shining Light Spotlight – Pilgrim’s Pride

This month we spotlight a new Shining Light Company — Pilgrim’s Pride (Symbol: PPC). Headquartered in Greeley, Colorado, Pilgrim’s Pride is one of the largest chicken producers in the United…
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Why We Don’t Get Around to Doing Important Things

By Chad Hamilton, CFP The beginning of a new year is a time when many of us want to turn over a new leaf by setting resolutions about positive changes…
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4th Quarter Market Commentary

Tune in to hear insights from Chief Investment Officer Hillary Sunderland, CFA to hear her thoughts on the erratic market movements over the last few months!  If you have questions…
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Shining Light Spotlight – Avery Dennison

This month we spotlight Avery Dennison (Symbol: AVY), a global manufacturer and distributor of adhesive materials including labels, apparel branding tags, RFID inlays, and specialty medical products — headquartered in…
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Making Retirement Meaningful

By Chad Hamilton, CFP, CAP Note: At the end of this article we have created a short assessment that will help clarify your own vision for the next phase of life! Retirement…
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November 2018 Market Commentary

It’s been a very difficult end of the year in the markets.  Wide positive and negative swings may have you wondering why there’s been so much volatility, and what to…
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Shining Light Spotlight – Wiley & Sons

ABOUT JOHN WILEY & SONS John Wiley & Sons, or more recently referred to as Wiley, is a global publishing company with more than 5,000 employees whose focus is academic publishing. On the New…
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October 2018 Month End Market Update

[arve url="https://www.youtube.com/watch?v=0dD33eltOik" /] October has been a tough month in the markets!  This market update is a little longer than usual (14 minutes). Hillary's insights are very valuable in terms…
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Shining Light Spotlight – Insperity, Inc.

SHINING LIGHT COMPANY, INSPERITY, INC.   ABOUT INSPERITY, INC Insperity, Inc. (Ticker: NSP) is a mid-cap growth company providing outsourced human resources and business development solutions for small and medium-sized…
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Making Time for the Important Things

[arve url="https://youtu.be/YfCUtMROszg" /] Hi there. This is Cassie Laymon, with Beacon Wealth Consultants. Today, I am thinking about the competition that we have between busyness and getting things done, and…
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3rd Quarter Market Commentary – September 2018

Join Hillary Sunderland, CFA, CKA, Chief Investment Officer of Beacon Wealth Consultants for the 3rd quarter market update!  This month Hillary delivers her report in a brief client-friendly video.  If…
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035 – Interview with Zachary Covert of the Timothy Plan

This month join host Cassie Laymon as she interviews Zachary Covert. Zachary serves as the Director of Advisor Relations for Timothy Plan in the Northeastern and Midwestern US. Joining Timothy Plan…
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Shining Light Spotlight – AFLAC

Queue the duck! Aflac Incorporated (Symbol: AFL), known as the American Family Life Assurance Company until the late 1980s, got its start in 1955 with the vision of three brothers…
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The True Purpose of Investing

In this 2 minute video, Dr. Finny Kuruvilla, Chief Investment Officer at Eventide, succinctly explains the true purpose of investing! [embed]https://youtu.be/NXIp0LITw4Q[/embed] FINNY KURUVILLA JULY 27, 2018 | 2 MIN VIDEO…
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Monthly Market Insights: Does Diversification Still Make Sense?

The U.S. economy grew at a 4.2% annualized rate in the second quarter – marking the most rapid growth in the last four years as massive tax cuts for companies…
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