True Wealth Spotlight™

Alcohol and BRI: Can We Have a Drink and Invest in It Too?

By: Mike Sunderland, Wealth AdvisorOur Freedom From Addictions Screen looks to avoid companies that promote or participate in activities that contribute to common addictions, such as companies involved with gambling,…
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Finishing Well the Race Set Before Us

By Rick Laymon, CFP®, CKA®This week we wrap up our blog series on The Stewardship Journey. Let me set the stage for WaypointFive and reaching our ultimate destination, by first…
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025 – The Stewardship Journey Part II

In today's episode of the True Wealth Spotlight, Rick and Cassie discuss Waypoint three on the Stewardship Journey, where you are moving from "stable" to "solid" on the financial planning…
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Waypoint 4: Full Sail

By Rick Laymon, CFP®If you have made it to Waypoint 4, a BIG CONGRATS to you! Many folks never make it this far or beyond on The Stewardship Journey. This…
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Waypoint Three: The Voyage

by: Cassandra Laymon, CFP®, MBABy now, you are well on your way through the Stewardship Journey! While I’m covering one waypoint per week, some of these stops require months, years…
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What’s the difference between ordinary tax rates and capital gains tax rates?

By Dennis Gillard, CPAThe 10-40% of taxes you pay to the government on your earned income is called your “ordinary” tax rate.The opposite of ordinary is special, right?  That's what…
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024 – The Stewardship Journey Part 1

At Beacon Wealth Consultants, we offer to take our clients on "The Stewardship Journey." This process consists of taking you and your finances from the early stages of budgeting, giving…
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Interview with Hillary Sunderland

Question:  What is your role on the Beacon Wealth team?Hillary:  I serve as Chief Investment Officer for the firm.  My main role is to manage Beacon Wealth’s LightPoint Portfolios and…
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The Stewardship Journey Waypoint 2: Setting Sail

by: Cassandra Laymon, CFP®, MBALast week we discussed some basic but very important steps to gaining confidence and becoming a good financial steward with your money:Consistent TithingPay Off Credit Cards…
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Waypoint 1: Getting Your Financial House in Order

Cassandra Laymon, CFP®, MBALast week we reviewed some of the initial steps you should take for a strong financial start in life.  If you are not just starting out but…
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Let’s Start at the Very Beginning…

by: Cassandra Laymon, CFP®, MBALast summer my soon-to-be high school senior, Sam, took a required Financial Literacy course at his school. As a financial advisor, I thought this was a…
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Saturday Spotlight: Shining Light Company – XPO Logistics

XPO Logistics (NYSE: XPO) is a Fortune 500 American corporation and a top ten global logistics company. Headquartered in Greenwich, Connecticut and founded in May 1989, this Shining Light Company…
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023 – What does a Chief Investment Officer do?

This month we welcome Hillary Sunderland, Chief Investment Officer (CIO) at Beacon Wealth Consultants to talk about the responsibilities of her role, and how a CIO can support you and…
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Why We Don’t Invest in Pornography and Adult Entertainment

By Cassandra Laymon, CFP®, MBAFlee from sexual immorality. All other sins a person commits are outside the body, but whoever sins sexually, sins against their own body. ~ 1 Corinthians 6:18I know what you’re…
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Be a Beacon

About 15 years ago, a gentleman named Ed Weiss came to us to help navigate his impending retirement from a long career working in the home office of a major…
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