True Wealth Spotlight™

September 2021 Market Insights

In this month’s commentary, Chief Investment Officer Hillary Sunderland, CFA, answers three big questions clients are asking about the markets, and sheds some light on your concerns about the debt…
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August 2021 Market Insights

Do soaring markets have you concerned about the future? Hillary Sunderland, CFA, Chief Investment Officer at Beacon Wealth Consultants gives a reassuring view of how to stay the course when…
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July 2021 Impact Investing Update

Do you want your investments to do more than just make money? Impact investing seeks a positive social return, incorporating strong social and corporate responsibility. CIO Hillary Sunderland highlights the…
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June 2021 Market Commentary

Join Hillary Sunderland, CFA and Chief Investment Officer at Beacon Wealth Consultants as she reviews: what's happened in the markets this year, our views on the second half of the…
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May 2021: What is Cryptocurrency?

Do you have questions about cryptocurrency? Beacon Wealth Consultants’ Chief Investment Officer Hillary Sunderland, CFA, CKA®, answers some of the most frequently asked questions about cryptocurrency, including its history, the…
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April 2021 Advocacy Update

None of us would knowingly invest in child sexual exploitation, but by holding a popular U.S. stock, many of us are profiting from it. Learn more in CIO Hillary Sunderland’s…
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To boycott or to not invest: Is it the same thing?

How should my faith affect my finances? “Is Biblically Responsible Investing the same thing as boycotting companies I disagree with?” People who are concerned with the consequences of their actions…
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The Ultimate Financial Planning Test: Disco Music

Money is a tool, a test, and a testimony Biblical financial advice is probably not what you think of when you hear the BeeGees on the radio. Even if you…
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March 2021 Market Commentary

Wondering what to expect on the road ahead if the vaccine rollout is as successful as expected? Chief Investment Officer, Hillary Sunderland shares her thoughts and reflections and much more…
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Mushrooms, parachutes, and faith-based investing

If this is March, then many of us are studying bracketology. Cheering on our alma maters or looking for this year’s Cinderella team. And along the way, we’re learning about…
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Not So Fast! Timing is the Key for Your Third Stimulus Check

This past weekend, the Senate passed a $1.9 trillion economic relief package. The Democrat-controlled House of Representatives is expected to pass the bill later this week, and President Biden is…
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February 2021 Market Commentary

Did the changing tides in February have you concerned about the markets? Take a listen as our Chief Investment Officer - Hillary Sunderland, CFA® shares her insights on rising rates,…
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January 2021 Market Commentary

Are you confused about the short-selling ruckus that landed GameStop in the news this month? Listen in to hear what happened and how we're investing your portfolios with an eye…
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Looking ahead to 2021: What We Expect

We are active global investors and have already positioned our portfolios for what we see emerging.   With the results of the 2020 Congressional and Presidential elections finalized, we have…
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December 2020 Market Commentary

Feeling uncertain about the markets? Listen in as Hillary Sunderland, CKA® Chief Investment Officer of Beacon Wealth Consultants outlines the opportunities and risks we expect in the months ahead. [arve…
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