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fundamentally improving the science of investing

Stocks climbed higher in April on the heels of strong first-quarter corporate earnings reports and encouraging employment data. Vaccine distributions increased and several states relaxed COVID-related restrictions. More stimulus checks were given out, which encouraged consumer spending.

The number of jobless claims decreased, while nearly 1,000,000 new jobs were added. The Federal Reserve noted that the economy was improving, but that accommodative measures would remain in place. President Biden offered a plan to infuse nearly $2 trillion of capital into the United States infrastructure, to be paid for by a slew of corporate tax increases.

Each of the benchmark indexes listed here posted solid monthly gains in April, led by the Nasdaq, followed by the S&P 500, the Global Dow, the Dow, and the Russell 2000. Year to date, the Russell 2000 remains well ahead of its 2020 closing value, followed by the Global Dow, the S&P 500, the Dow, and the Nasdaq.

did you know?

Did You Know?

Some of the most successful leaders in history have saved time and energy by reducing decision fatigue—cutting the number of routine decisions in each day to focus on higher-value activity. Many have defined morning rituals which include:

  • Steve Jobs, Mark Zuckerberg, Barack Obama Albert Einstein all routinely chose to wear the same thing every day
  • Mark Cuban doesn’t make the bed and sleeps in his gym clothes
  • Toby Robbins has a short, intense workout and meditation routine and sticks with the same daily meals

Sources:  Medium, CNBC, Business Insider

bright ideas
The Nonrenewable Resource

Time is the one resource that everyone has an equal amount of, yet it is often not treated as a finite resource. By mastering the art of managing your time, you will be able to scale your business, provide better service, and be able to have a life outside of your work. Here are four key concepts to protect your time from Beacon Managing Director, Dan Baccarini’s new book, Scalable: The Key to Tremendous Business and a Tremendous Life! 

Understanding Scalability
If you are running a business, at some point you will reach a period of growth where you have to decide whether to stay at your current limits or scale up. If you decide that you want to scale your business, you’re going to need help.

Keep track of how you are spending every minute of your time for at least a week, but up to a month. This will show you exactly where your time is going. As your company and staff grow, you will find that you need to be hands-off on many aspects of your business that take up too much of your time. If the only two things you are interested in are getting new clients and keeping the clients you have, you need to look at how much time you are actually spending on those two areas. This is where systems come in.

Creating Systems 
Being a super technician does not equal being a super business person—it takes a systematic approach to duplicate results. To scale well, you will need to create easy-to-understand systems for each aspect of your business. Systems ensure that everything is being run the way you want it to be, and eliminate any ambiguity that can cause mistakes and miscommunications when giving a directive. To figure out what systems you need, you should find out where your company needs to grow in order to scale, whether lead generation, closing sales, or providing a service.

Once you have identified your needs, you should make a step-by-step directive, so that whoever you hire is able to provide professional, consistent service, and you are able to focus on the parts of your business that merit your time and attention.

Retaining Clients 
In addition to systems for generating leads, you should have procedures in place to guarantee great customer service. Prompt callbacks are often something that only you can do; otherwise, you risk losing the customer’s trust. This means that although you can outsource many other aspects of your business, you should be notified immediately if you need to make an important phone call or decision. Other details can be left to your staff, so that your time is only used for the things that are only able to be accomplished exclusively by you, and no one else.

Don’t Forget About Your Life Outside of Work 
Once people start making a significant income, they often find themselves working in excess of fifty hours a week, often not taking a day off. If your business is truly scalable, you should be able to plan your days off, and not worry about coming back to a disaster.

At Beacon, we are here to be that trusted partner for your success with investment solutions and turnkey marketing, operational and account management support—giving you more time and energy for everything else. Contact your wholesaler to discuss the many resources available to you and how we can be of help in reaching your business goals.

beacon news

Morningstar, probably the best known analysis and performance tracking organization in our industry, has given Beacon Vantage 2.0 Aggressive Percentile Rankings:

1 month – 5th percentile
YTD – 6th percentile
1 year – 4th percentile
3 year – 7th percentile
5 year – 11th percentile

If that’s not amazing enough, out of 350 Managers, our 2.0 Aggressive portfolio was ranked
4 stars in the 1 year and 5 year categories and 5 stars in the 3 year category! 

Are we proud? Yes. More importantly we are proud of what this means for your clients. A strategy that has historically provided safety and performance when it matters most.

Be sure to visit Beacon’s News & Press page for the latest credibility pieces to share with your clients and prospects, and follow Beacon on LinkedIn for the latest updates as they happen.

*Data through 3/31/21


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For Advisor Use Only, Not to Be Used With Clients

The Morningstar Rating is a measure of a fund’s risk-adjusted return, relative to similar funds. Funds are rated from 1 to 5 stars, with the best performers receiving 5 stars and the worst performers receiving a single star.

Percentile rank is a standardized way of ranking items within a peer group, in this case, funds with the same Morningstar category. The observation with the largest numerical value is ranked one; the observation with the smallest numerical value is ranked 100. The remaining observations are placed equal distance from one another on the rating scale. Note that lower percentile ranks are generally more favorable for returns (high returns), while higher percentile ranks are generally more favorable for risk measures (low risk).


The GIPS Compliant Presentations for our Vantage portfolios can be obtained by clicking on the link below. If you would like the Compliant Presentations to be emailed directly via PDF file or if you would like to receive a copy of Beacon’s Composite Descriptions; please respond to this email or contact Beacon at 937-439-9093.

BCM 2018 Compliant Presentations

Beacon Capital Management, Inc. is a registered investment adviser with the Securities and Exchange Commission. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance.

Additional information about Beacon Capital Management is also available on the SEC’s website at under CRD number 120641. Beacon Capital Management only transacts business in states where it is properly registered, notice filed, or excluded or exempted from registration or notice filing requirements.


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Beacon Capital Management

7777 Washington Village Drive, Suite 280, Dayton, OH 45459

P: 866.439.9093 | F: 937.424.4825