What Does SECURE Act 2.0 Mean for You?
February 09, 2023
What Does SECURE Act 2.0 Mean for You? By Jake Preston Retirement emerges again as a bi-partisan issue in Congress. SECURE Act 2.0 was signed into law by President Biden…
Finding Hope Despite High Inflation
June 22, 2022
Finding Hope Despite High Inflation Wednesday, June 15th, the Fed raised rates by another 0.75%. This is the largest rate hike since 1994 and indicates how seriously the Fed is…
To boycott or to not invest: Is it the same thing?
April 21, 2021
How should my faith affect my finances? “Is Biblically Responsible Investing the same thing as boycotting companies I disagree with?” People who are concerned with the consequences of their actions…
Not So Fast! Timing is the Key for Your Third Stimulus Check
March 10, 2021
This past weekend, the Senate passed a $1.9 trillion economic relief package. The Democrat-controlled House of Representatives is expected to pass the bill later this week, and President Biden is…
Looking ahead to 2021: What We Expect
January 16, 2021
We are active global investors and have already positioned our portfolios for what we see emerging. With the results of the 2020 Congressional and Presidential elections finalized, we have…
Our Review of the Netflix Documentary: The Social Dilemma
November 19, 2020
“Nothing vast enters the life of mortals without a curse.” -- Sophocles We at Beacon Wealth are intrigued by what’s taking place in our society as a result…