State of the Market Update 

We want to make a few minutes and give you a little bit of perspective on what we’re seeing in what is obviously a very volatile market right now.

Please be on the lookout for an email Monday with a link to an Updated State of the Market presentation.

The presentation will include Beacon’s outlook, philosophies, and approach to the current market conditions.

First, we just want to thank you for the trust that you’ve placed in our firm, we don’t take that for grantedand. I also want to assure you that we are here for you. We’re always happy to answer questions and walk you through exactly what we’re doing in times like these.

Please feel free to give your advisor a call. (615) 224-9794

We don’t take that for granted. I also want to acknowledge that the volatility that we’re seeing in the market can be a little bit unsettling, which is something that we’re going to address in the updated State of the Market Presentation we will send you at the start of the week.

Earlier this year, when we had some volatility in the market and I did a special presentation called State of the Market. I’m in the process of updating that, and what I’m going to talk about are the things that are really weighing on the economy right now:

• Inflation
• Rising Interest Rates
• Gas Prices
• Market Volatility

Probably, more importantly, I’m going to give you an update on our view of the market, where we think the economy is headed, and what we’re doing for you and your family.

I also want to just acknowledge for a minute, the fact that we know that times like this can be unsettling, but I also want to remind you that we’ve been through many of these markets in the past. Everything from the tech-stock bust to the Lehman collapse, to the European debt crisis. And not that long ago, COVID.

I assure you that we will get through this. We will come out stronger on the other side. And again, we’re going to give you an update next week. So here’s, what’s going to happen.

You’re going to receive an invitation either Monday, afternoon, or early evening, and you’re going to be able to immediately watch that presentation, or watch it at a later date if you can’t watch right away. We will make this available to you to watch at your convenience.

Again, I just want to say thank you for your continued trust in Beacon and what we’re doing here. We appreciate you. I look forward to giving you an update and thank you so much for your time.

John Maxson, CEO, Senior Partner, Co-Owner