We’re delighted to share our 2023 Positive Impact Report with you! As faith-based investors we want to make a positive impact on our neighbors by investing in companies whose goods and services create value for consumers and communities, demonstrate care for creation, and who treat their employees, suppliers, and others with dignity and respect. The…
We talk a lot about faith-based investing, and it’s been our investing focus for the past 25 years. But many Christians are still unfamiliar with the term, so what is faith-based investing? Simply put, faith-based investing is the process of aligning your investments with your faith values. Among Christian investors sometimes it’s referred to as…
Questions to Ask Potential 401(k) Advisors According to a recent survey, 47% of plan sponsors are looking for a new plan advisor[1]. Are you one of them? If you’re actively looking for a new advisor for your plan or even if you’re just looking as part of a regular due diligence process, here are 6…
What Should Plan Sponsors Know About SECURE Act 2.0? By Jake Preston Improving retirement readiness seems to be the one thing Congress can agree on! SECURE Act 2.0 was signed into law by President Biden on December 29, 2022 as part of a larger spending package passed by Congress. If you remember, the original SECURE…
The DC Plan is the Top Benefit for Higher Education Institutions College and university administrators view a defined contribution retirement plan as the most important benefit for attracting and retaining top talent to their organizations. A recent survey released by Voya of higher-ed administrators adds to the growing data from diverse sectors that recognizes the…
Despite market downturn, plan participants stay the course Finally, some good retirement news! Despite the increased market volatility and belt tightening caused by inflation, most 401(k) and 403(b) participants are sticking with their retirement plan. The Investment Company Institute surveyed recordkeepers representing over 40 million participant accounts. The results show[1] that participants are still contributing,…
How do advisors want to spend their time? Survey says… Advisors love their clients and want to focus on serving new and existing clients! A recent survey from fintech company Broadridge Financial Solutions revealed that most advisors really want to focus on serving clients and business development. 62% want to spend more time on client-facing…
What if my retirement plan doesn’t offer faith-based funds? The opportunities for Christians to align their investments with their faith values have never been better! Beacon Wealth Consultants has helped Believers with biblically responsible investing for over 25 years and many individuals and families have discovered the joy and freedom that comes with planning and…
Stop Checking Your 401(k) Balance! The ongoing volatility in the stock market and relentless onslaught of negative economic news is raising investor anxiety. If you are feeling worried about your 401(k) performance, let me offer you some advice: stop checking your account balance! Most 401(k) providers allow participants to easily check their account online. But…
Using GIPS® Standards to Compare Portfolio Managers Many advisors understand the benefits of outsourcing portfolio management – benefits such as tapping into the expertise of professional portfolio managers and increasing the time spent meeting with clients and prospects. One dilemma advisors face in choosing a portfolio manager is how to evaluate their past performance. Acting…