True Wealth Spotlight™

March 2020 Market Update

After a tumultuous first quarter, Hillary Sunderland, CFA, CKA, Chief Investment Officer of Beacon Wealth and LightPoint Portfolios, discusses the stress in the bond market, the anatomy of a bear market,…
Read More

March 2020 Market Volatility Update

Knowledge is power! Tune in to hear Hillary Sunderland, Chief Investment Officer of Beacon Wealth Consultants and LightPoint Portfolios share her views on where we’ve been and what we’re expecting…
Read More

TRUE WEALTH SPOTLIGHT: IMPORTANT MESSAGE

MARCH MADNESS The COVID-19 pandemic continues to produce anxiety, fear, and sickness. We understand how disconcerting the current situation and both the public and market responses have been. We continue…
Read More

February 2020 Market Commentary

This month Beacon Wealth Consultants’ Chief Investment Officer Hillary Sunderland, CFA, shares her thoughts on the Coronavirus, the markets, and the importance of fixed income in your portfolio. [arve url="https://www.youtube.com/watch?v=Ql4EQcrx7S4&feature=youtu.be"…
Read More

Shining Light Spotlight-Herman Miller

Shining Light Company - Herman Miller This month’s Shining Light company is the Herman Miller company (Symbol: MLHR). Headquartered in Zeeland, Michigan, Herman Miller specializes in the production of office…
Read More

January 2020 Market Commentary

Listen in to hear Hillary Sunderland, CFA, Chief Investment Officer of LightPoint Portfolios and Beacon Wealth Consultants explain the potential impact of the Coronavirus on the markets and the supply…
Read More

038 – True Wealth Spotlight Podcast with Victoria Cobb

Victoria Cobb is the President of the Family Foundation of Virginia, an organization that preserves and promotes the family in Virginia. Tune in to hear why we're optimisitic about what's…
Read More

December 2019 Market Commentary

2019 has drawn to a close, and Hillary Sunderland, CFA and Chief Investment Officer of Beacon Wealth Consultants, highlights the benefits of diversification and active management at this phase of…
Read More

November 2019 Market Commentary

Hillary Sunderland, CFA and Chief Investment Officer for Beacon Wealth Consultants reviews the month of November in the markets, and highlights areas of opportunity as well as risks that we’ll…
Read More

October 2019 Market Commentary

Can the economic expansion continue? Listen in to hear what Beacon Wealth’s Chief Investment Officer, Hillary Sunderland, CFA expects in the coming months. [arve url="https://youtu.be/nknflrwZK7w" /] Would you like to…
Read More

September 2019 Market Commentary

What happened in the markets in September? Listen in to hear Hillary Sunderland, CFA and Chief Investment Officer at Beacon Wealth as she explains it and what to expect in…
Read More

August 2019 Market Commentary

Hillary Sunderland, CFA, Chief Investment Officer of Beacon Wealth Consultants shares which key factors drove the markets in August, what is happening in the bond market and what to expect…
Read More

Shining Light Spotlight-A.O. Smith Corporation

Shining Light Company-A.O. Smith Corporation This month’s Shining Light company is A.O. Smith Corporation (Symbol: AOS). Headquartered in Milwaukee, Wisconsin, A.O. Smith is the largest manufacturer of residential and commercial…
Read More

July 2019 Market Commentary

This month our Chief Investment Officer, Hillary Sunderland, CFA shares her take on the markets in July, and explains the impact of interest rate hikes and cuts on the economy.…
Read More

Shining Light Company-Hexcel Corporation

This month’s Shining Light company is Hexcel Corporation (Symbol: HXL) which played a key role in putting man on he moon. Headquartered in Stamford Connecticut, Hexcel develops and manufactures structural…
Read More
1 2 21

Archives