RIAs In The Time Of Pandemic
August 2020
Beacon Capital Management named to Financial Advisor Magazine’s 2020 RIA Ranking
Read More »
Tools and Resources
Read More »
Beacon Capital Management Named to Financial Times’ Inaugural List of The Americas’ Fastest Growing Companies
May 12, 2020
Beacon Capital Management, a registered investment advisory firm that seeks to offer long-term investors innovative portfolio management solutions, has been named to the Financial Times’ inaugural list of The Americas’ Fastest Growing Companies. The ranking was developed to showcase the top 500 companies in North and South America that have achieved the highest compounded annual growth rate in revenues between 2015 and 2018. Beacon was selected among 8,000 potential candidates across 20 American countries that were contacted to submit their financial information for consideration and was recognized for achieving an absolute growth rate of 77.3 percent. Click here to view…
Read More »
To Boost Their Service, Advisors Take Small Steps With Big Results
April 3, 2020
“The No. 1 reason that clients fire their advisors is when advisors don’t reply within two to four hours to calls or emails,” said Dan Baccarini, managing director at Beacon Capital Management in Dayton, Ohio. “Once you go over four hours, about one-third of clients won’t be happy with you.”
Read More »
After the Dow’s best 3-day streak since the 1930s, here’s what experts think the stock market will do next
March 30, 2020
Chris Cook, president of the financial firm Beacon Capital Management in Dayton, Ohio, says that investors were feeling particularly good about the government taking steps to shore up economic stability. Specifically, Cook is referring to the $2 trillion stimulus package — the largest such piece of legislation in American history — that President Trump signed late Friday. “It’s absolutely enormous,” Cook says. That President Donald Trump’s signaling that the economy could effectively “reopen” in a matter of weeks, not months, has investors feeling good, he adds. Self-isolation is unlikely to end soon, however, experts say. Indeed, over the weekend Trump announced that…
Read More »
Beacon Capital Management Named A “Top ETF Power User” By RIA Channel
March 10, 2020
DAYTON, Ohio, March 10, 2020 /PRNewswire/ –Beacon Capital Management, a registered investment advisory firm that seeks to offer long-term investors innovative portfolio management solutions, has been recognized as one of the 2019 “Top 100 ETF Power Users” by RIA Channel based on total volume of assets managed in ETFs. Ranked at number 18 on the list, Beacon had more than $2.1 billion of its assets held in ETFs as of its Sept. 30, 2019, Edgar filing.
Read More »
Beacon Capital Management Named A “Top ETF Power User” By RIA Channel
March 10, 2020
DAYTON, Ohio, March 10, 2020 — Beacon Capital Management (www.BeaconInvesting.com), a registered investment advisory firm that seeks to offer long-term investors innovative portfolio management solutions, has been recognized as one of the 2019 “Top 100 ETF Power Users” by RIA Channel based on total volume of assets managed in ETFs. Ranked at number 18 on the list, Beacon had more than $2.1 billion of its assets held in ETFs as of its Sept. 30, 2019, Edgar filing. “Exchange traded funds continue to be an effective tool to help us to achieve our equal-sector allocation approach while keeping internal fees to a minimum,”…
Read More »
Expected U.S. rate cut benefit may not head off coronavirus hit: Beacon Capital
MARCH 2, 2020
An interest rate cut by the Federal Reserve is unlikely to completely stave off the economic impact of the coronavirus epidemic, Chris Cook, founder and president of investment firm Beacon Capital Management, said on Monday.
Read More »
Coronavirus: How to Invest in a Volatile Market
February 25, 2020
How can investors protect their holdings in the stock market as it reacts to fears over the spread of the coronavirus? Beacon Capital Management president Chris Cook explains.
Read More »
Inoculate Your Portfolio for the Coronavirus
FEBRUARY 17, 2020
“Are you worried about the economic effects of the coronavirus spreading to your portfolio? During our headlines segment, we’ll ring up Chris Cook, president of Beacon Capital Management, and get some answers on what you can do to inoculate your investment strategy.”
Read More »
WealthAdvisor: America’s Best TAMPS 2020 Winners List
January 22, 2020
“[…] Once you’ve delegated [asset management], you should have time and mental bandwidth to figure out what you do best and how you’re going to fill those suddenly-empty hours. Do you have a unique set of portfolios that are ideal for a particular type of client or exploit an esoteric asset class or theme? That’s a large part of what Beacon Capital Management did with their retirement income solutions that actually respond to market conditions, pivoting out of risk assets early in a downswing and then rebalancing when the cycle improves. Outside advisors have tapped their expertise to run $2.75…
Read More »