True Wealth Spotlight™

Is now a good time to do a Roth Conversion?

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…
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 July 2022 Impact Update, Beacon Wealth Consultants’ Chief Investment Officer…
Read More

5 Tips for Teaching Young Kids Money Management

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…
Read More

What are I Bonds?

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…
Read More

The Best Way to Make Money…According to the Bible

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…
Read More

JUUL: Why It Doesn’t Pay to Invest in Addiction

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…
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 Wealth Consultants’ Chief Investment Officer Hillary Sunderland, CFA®, CKA® looks…
Read More

Finding Hope Despite High Inflation

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…
Read More

Fear and Volatility

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…
Read More

Don’t forget, you are investing in companies!

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…
Read More

Responding to Suffering with Compassion and Generosity

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…
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’ Chief Investment Officer Hillary Sunderland, CFA®, CKA® answers four questions…
Read More

Preparing for Your First Financial Planning Meeting

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…
Read More

Pro-life? You’re Probably Profiting from Abortion

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…
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 hear from investors: Why is there an emphasis on board…
Read More
1 2 25

Archives