Our guest this week on the True Wealth Spotlight is Jason Myhre, Director of Marketing at Eventide Funds. If you’ve ever wondered if Biblically Responsible Investing is for you, you won’t want to miss this episode! Jason shares the philosophy behind positive investments screening (looking for companies that are focused on loving their neighbors) and the […]

We often talk about screening your portfolio as a way to align your values with your investments. We call that divesting of those investments – choosing not to invest in business practices you disagree with. There is another way to let companies know how you feel about the way they do business: PROTESTING.  Our guest this month […]

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 spectrum. The goals they discuss include increase your giving over time, investing and wealth building to prepare for retirement or your “second half” where you […]

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 and saving to the finish line of living a generous life. There are several waypoints along the path, and in this podcast we cover the […]

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 your financial advisor. In addition to managing portfolios, Hillary will also be writing regular market commentaries to keep our clients up to date on the […]

When we first introduce the concept of Biblically Responsible Investing to clients and explain our screening process, the first question we’re often asked is, “How do you do that?” The short answer is: we have a lot of help from experts!  This month Cassie Laymon is joined by Rusty Leonard and Olivia Hann from the […]

If you’ve ever wondered how your financial advisor gets paid, you’re not alone!  There are several ways advisors get paid, depending on the type of service they are providing for you. Join Rick and Cassie Laymon in this brief but enlightening look at what you should know about paying for financial advice.

In this podcast, Cassie and Rick Laymon wrap up our series on “The Emotional Side of Investing.”  If greed, fear, or pride have ever entered into your investing decisions – and let’s face it, we’ve all dealt with these emotions – you won’t want to miss this episode!  Learn what the Bible says about dealing […]

When considering your investments, it’s tempting to minimize the impact your money is having on business and industry. You may be thinking that your investments and the profits you make don’t really make a difference. However, even small investments can make a big impact over time. In Luke 16:10 it says  “If you are faithful in little […]

In this episode Cassie and Rick Laymon discuss how we can keep God at the forefront as we try to be great role models and teachers for our own kids.