Can a Pastor Have a 401(k) and a 403(b)? Bi-vocational pastors make up a sizeable minority of pastors in America – 26% according to a 2019 Barna survey. This means that 26% of pastors have another paid or unpaid role in addition to pastoring a church. For those employed by a church and another employer…
8 Things to Consider Before Joining a BRI Advisory Firm There has never been a better time to be a Christian advisor focusing on faith-based, or biblically responsible investing (BRI). When Beacon Wealth Consultants began implementing BRI in 1997, the number of firms specializing in it could be counted on one hand and there was…
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…
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…
As 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…
Welcome 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…
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…
One 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…
Are 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…