Perhaps 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…
Details
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…
DetailsRoanoke, Virginia – September 1, 2017 – Hillary Sunderland joined the Beacon Wealth Consultants, Inc. team as Chief Investment Officer in our State College, PA office on September 1, 2017. In her role as Chief Investment Officer, Hillary Sunderland, a Chartered Financial Analyst (CFA), will take over portfolio management duties for Beacon Wealth Consultants’ LightPoint…
DetailsBiblically Responsible Investing Firm Continues to Grow Roanoke, Virginia – May 23, 2017 – Jerry McMillan joined the Beacon Wealth Consultants, Inc. team as a Wealth Advisor in April in the Roanoke, VA area. Although new to Beacon, he is not new to the industry. He has over 25 years of experience serving the financial…
DetailsNational Security Leaders and Investment Advisors meet in D.C. to discuss cyber threats and solutions to financial warfare National Security Investment Consultant Institute: The first free market solution to protect our national security and economic infrastructure. Washington, DC August 2015 A new poll recently released showed 72% of Americans concerned about an economic crash,…
Details