Worker checking 401(k) balance on computer

Stop Checking Your 401(k) Balance!

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…

GIPS with stock chart

Using GIPS® Standards to Compare Portfolio Managers

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…

Stock ticker

3 Reasons to Outsource Portfolio Management

3 Reasons to Outsource Portfolio Management   Portfolio management is one of our featured services at Beacon Wealth Consultants and we are so pleased to be able to offer these services to Christian financial advisors. There are several good reasons why advisors should consider outsourcing portfolio management to Beacon Wealth Consultants.   Depth of Expertise…

006 IAQ: How Many Funds Are There in a Well Diversified Portfolio?

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…