Market Update
December 2022 Market Commentary
Many investors are happy to see 2022 in the rear-view mirror. As we begin this new year, what might we...
Read More
November 2022 Market Commentary – Generating Tax Alpha
Year-end tax surprises are no fun, and you may be surprised to learn that it’s possible owe capital gains taxes...
Read More
October 2022 Market Commentary – What is Investor Sentiment?
How do investors’ thoughts and emotions affect stock and bond prices? In our October 2022 market commentary, Beacon Wealth Consultants’...
Read More
September 2022 Quarterly Economic and Market Update
In our September 2022 Quarterly Economic and Market commentary, Beacon Wealth Consultants’ Chief Investment Officer Hillary Sunderland, CFA®, CKA® looks...
Read More
August 2022 Market Commentary – Riding Out the Volatility
Many of you are wondering when the market volatility and inflation will end. In our August 2022 market commentary, Beacon...
Read More
July 2022 Clean Water Well Impact Report
One of Beacon Wealth Consultants’ positive impact themes that we have in our portfolios is clean water technology. In our...
Read More
June 2022 Mid-Year Economic and Market Update
Inflation, volatility, world events, Supreme Court decisions…2022 has been anything but boring so far. In our 2022 mid-year commentary, Beacon...
Read More
May 2022 Market Commentary: Client Concerns Amid Volatility
Are you worried about inflation and by the recent volatility in the markets? In this month’s commentary, Beacon Wealth Consultants’...
Read More
April 2022 Commentary: Is Board Diversity Important?
In this month’s commentary, Beacon Wealth Consultants Chief Investment Officer Hillary Sunderland, CFA®, CKA® answers a question that we frequently...
Read More