True Wealth Spotlight™

How do you know what you’re invested in?

How do you know what you’re invested in? American consumers and investors are increasingly interested in knowing that the money they give to companies through purchases or investments aligns with…
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God Can Use Your Generosity in Big Ways

God Can Use Your Generosity in Big Ways On a spring day in 1523, Humphrey Monmouth had a divine encounter that would change his life – and the lives of…
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August 2022 Market Commentary – Riding Out the Volatility

Many of you are wondering when the market volatility and inflation will end. In our August 2022 market commentary, Beacon Wealth Consultants’ Chief Investment Officer Hillary Sunderland, CFA®, CKA® looks…
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The Estate Plan Documents Everyone Needs

The Estate Plan Documents Everyone Needs By Jake Preston   Estate planning is often pushed to the sidelines when it comes to crafting a comprehensive financial plan, probably due to…
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Retirement: A Time of Purpose and Impact

Retirement: A Time of Purpose and Impact Think about the word “retirement.” What do you picture in your mind? What is important to you? One survey[1] found that the average…
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Using Discernment to Handle Information Overload

Using Discernment to Handle Information Overload I grew up before the Internet, smart phones, and social media. Sometimes I feel nostalgic for the simple days before all these new technologies…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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