Roanoke, VA – February 3, 2022 LightPoint™ Portfolio Solutions (“LightPoint”), an asset manager committed to biblically responsible investing for over 20 years, is pleased to announce that two of the firm’s faith-based portfolios received an Overall Morningstar Rating™ of 4 stars. The LightPoint Aggressive Mutual Fund/ETF Portfolio received an Overall Morningstar Rating™ of 4 stars…
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Roanoke, VA — August 10, 2020. Beacon Wealth Consultants, Inc. is pleased to announce that their LightPoint™ Portfolios MF/ETF Aggressive strategy has earned an Overall Morningstar™ Rating of 4 stars out of 109 separate accounts in the Asset Allocation – 85%+ Equity category for the period ending June 30, 2020. The LightPoint™ Aggressive MF/ETF strategy…
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Five 401(k) Mistakes That Can Cost You Money and Peace of Mind As a Christian business owner, are you are attempting to integrate biblical principles into every aspect of your business? How about your retirement plan? Is it even possible to honor God through your 401(k) plan? If yes, how? There are a number of…
DetailsPerhaps your portfolio is not as well diversified as you think! Cassie Laymon and Hillary Sunderland, Chief Investment Officer of LightPoint™ Portfolios discuss several factors that contribute to diversification that lowers the risk to your clients. Click here to go to the LightPoint™ Portfolios website: LightPoint™ Portfolios Full transcript below. Transcript Cassie: So Hillary, welcome…
DetailsAs you strive to provide the most cost-effective investments for your clients, how do you determine which share class to use? If you automatically assume that an institutional share class is the cheapest, you may be missing some factors you should consider. Join Cassie Laymon, CFP, MBA, CKA and Hillary Sunderland, CFA, CKA and Chief…
DetailsWelcome to this week’s INFREQUENTLY ASKED QUESTION: What Do I Need to Do to be a Good Fiduciary to My Clients? As Faith-Based advisors, we are very focused on the screening component of our portfolios. As a result we may minimize or dismiss some important components of our fiduciary responsibility to our clients. It’s crucial…
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Welcome to this week’s INFREQUENTLY ASKED QUESTION: How Do I Decide Which Business Practices to Screen from My Portfolios? Many advisors would like a straight-forward, black and white approach to portfolio screening. They would like a widely accepted definition of faith based investing, but that doesn’t exist. In this video, Hillary Sunderland and Cassie Laymon discuss…
DetailsOne of the things that I’m enjoying about this series is that many advisors in this space are friends – both new and old. In this video I talk to you like I would if we were sitting together face to face, and you’ll get a real sense of how “excited” I am about faith…
DetailsAre you an advisor who is striving to serve your clients well, grow your business and honor God? You are in the right place! I’m sure you are working hard to fill many roles in your business: trusted advisor, investment manager, and maybe even playing the roles of assistant, janitor, and chief cook and bottle…
DetailsROANOKE, Va., Aug. 28, 2018 /PRNewswire/ — Beacon Wealth Consultants today introduced LightPoint Portfolio Solutions™. These turn-key, risk-based portfolios are the most comprehensive suite of Biblically Responsible Investments (BRI) available for wealth advisors. “We’re very excited to offer independent advisors a turn-key solution for implementing Biblically Responsible Investing,” said Cassandra Laymon, President of Beacon Wealth. “This…
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