Is now a good time to do a Roth Conversion?
August 03, 2022
Is now a good time to do a Roth Conversion? by Jake Preston Periods of losses in the market are an inevitable result of investing. While certainly not enjoyable, downturns…
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…
5 Tips for Teaching Young Kids Money Management
July 26, 2022
5 Tips for Teaching Young Kids Money Management by Ashton Slusher Children look up to their parents and model the behaviors they see, so it is important for parents to…
What are I Bonds?
July 20, 2022
What are I Bonds? Recent high inflation has thrust Series I savings bonds, or I bonds, into the spotlight. If you haven’t heard of I bonds before, or only just…
The Best Way to Make Money…According to the Bible
July 12, 2022
The Best Way to Make Money...According to the Bible Did you know that there are over 2,000 Bible verses about money and financial topics? Compared to around 500 verses each…
JUUL: Why It Doesn’t Pay to Invest in Addiction
July 05, 2022
JUUL: Why It Doesn’t Pay to Invest in Addiction On June 23rd, the Food and Drug Administration (FDA) announced a ban on all sales of JUUL e-cigarettes in the United…
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…
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…
Fear and Volatility
June 15, 2022
Fear and Volatility The turmoil in the markets and the economy continues. On Monday, June 13th, the markets dropped with the S&P 500 closing down 3.9%. Recent numbers show that…
Don’t forget, you are investing in companies!
June 08, 2022
Don’t forget, you are investing in companies! It’s common to hear people talk about being invested in “the market” or owning this or that mutual fund or ETF. These investment…
Responding to Suffering with Compassion and Generosity
May 31, 2022
Responding to Suffering with Compassion and Generosity Early Christians responded to suffering with compassion and generosity. The fundraising examples recorded by Luke and Paul of the early church fundraising for…
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…
Preparing for Your First Financial Planning Meeting
May 18, 2022
Preparing for Your First Financial Planning Meeting We’ve had the privilege of working with hundreds of individuals and families over the last 25 years; helping them reach their financial goals…
Pro-life? You’re Probably Profiting from Abortion
May 09, 2022
Pro-life? You're Probably Profiting from Abortion Last week we were all shocked by the leak of the Supreme Court draft opinion in the Dobbs v. Jackson Women’s Health Organization case…
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…