An Indecisive Market – February 2023 Commentary
March 02, 2023
Have you ever been in a situation where you are unsure of what to do? You go back and forth, back and forth, until something finally pops into your mind…
Positive Alignment: Demonstrating Strong Servant Leadership
February 08, 2023
A company’s financial statements can’t tell you everything you’d want to know as a potential investor. There are components of a business that aren’t captured on its financial statement. Because…
December 2022 Market Commentary
January 10, 2023
Many investors are happy to see 2022 in the rear-view mirror. As we begin this new year, what might we expect from 2023? In our December 2022 market commentary, Beacon…
November 2022 Market Commentary – Generating Tax Alpha
December 05, 2022
Year-end tax surprises are no fun, and you may be surprised to learn that it’s possible owe capital gains taxes even though your account is down in value for the…
October 2022 Market Commentary – What is Investor Sentiment?
November 04, 2022
How do investors’ thoughts and emotions affect stock and bond prices? In our October 2022 market commentary, Beacon Wealth Consultants’ Chief Investment Officer Hillary Sunderland, CFA®, CKA® explains investor sentiment,…
September 2022 Quarterly Economic and Market Update
October 03, 2022
In our September 2022 Quarterly Economic and Market commentary, Beacon Wealth Consultants’ Chief Investment Officer Hillary Sunderland, CFA®, CKA® looks at several topics on everyone’s mind: What is going on…
August 2022 Market Commentary – Riding Out the Volatility
September 02, 2022
Many of you are wondering when the market volatility and inflation will end. In our August 2022 market commentary, Beacon Wealth Consultants’ Chief Investment Officer Hillary Sunderland, CFA®, CKA® looks…
July 2022 Clean Water Well Impact Report
August 02, 2022
One of Beacon Wealth Consultants' positive impact themes that we have in our portfolios is clean water technology. In our July 2022 Impact Update, Beacon Wealth Consultants’ Chief Investment Officer…
June 2022 Mid-Year Economic and Market Update
June 30, 2022
Inflation, volatility, world events, Supreme Court decisions…2022 has been anything but boring so far. In our 2022 mid-year commentary, Beacon Wealth Consultants’ Chief Investment Officer Hillary Sunderland, CFA®, CKA® looks…
May 2022 Market Commentary: Client Concerns Amid Volatility
May 24, 2022
Are you worried about inflation and by the recent volatility in the markets? In this month’s commentary, Beacon Wealth Consultants’ Chief Investment Officer Hillary Sunderland, CFA®, CKA® answers four questions…
April 2022 Commentary: Is Board Diversity Important?
May 04, 2022
In this month’s commentary, Beacon Wealth Consultants Chief Investment Officer Hillary Sunderland, CFA®, CKA® answers a question that we frequently hear from investors: Why is there an emphasis on board…
March 2022 Market Commentary: How does raising interest rates fight inflation?
April 04, 2022
In this month’s market commentary, Beacon Wealth Consultants Chief Investment Officer Hillary Sunderland, CFA®, CKA® discusses an issue many are concerned with: rising inflation. You have undoubtedly noticed higher prices…
February 2022 Market Commentary: The Potential Implications of Russia’s Invasion
March 02, 2022
Beacon Wealth Consultants CIO Hillary Sunderland, CFA®, CKA® discusses the market impacts of Russia's invasion of Ukraine. This market commentary includes discussion of: The current situation in Ukraine (as of…
January 2022 Market Commentary
February 03, 2022
Are you uneasy about the current market volatility? In this month's market commentary, Hillary Sunderland, CFA, CKA, our Chief Investment Officer, discusses January’s “Wild Ride” and shares why market changes…
December 2021 Market Commentary
January 04, 2022
Tune in to Beacon Wealth Consultants' Chief Investment Officer, Hillary Sunderland, CFA, as she gives us a recap of the markets in December, and answers three main questions about the…