News

Our blog includes news and commentary on financial topics related to your family, business, and nonprofits. Stay up-to-date on news and financial planning strategies by visiting us online often.

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Market Update
Making the Case

Stocks bounced around throughout last week, and the major indices closed out...

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Market Update
Thankful Yet Watchful

Stocks extended their winning streak on the back of more optimism about...

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Financial PlanningInvestmentPodcastsRetirementSaving
Adrian Young’s Family Life Network Radio Interview

Our Executive Vice President Adrian Young was recently interviewed on Family Life...

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Financial PlanningInvestmentRetirementSaving
Make a Plan for Estate Planning

Imagine the scene at a family dinner, when everyone was well fed...

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GivingNon-Profits
Faithful Journey Foundation Redefines Giving

We know that investing in meaningful causes is a top priority for...

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Market Update
Shared Values are Priceless

When it comes to the recipients of your well-stewarded money, it is...

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Market Update
Exploring Donor Advised Funds

Viewing our wealth as resources given to us by God to steward...

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Market Update
Sowing Morning and Evening

Stocks kicked off the New Year on a positive note, although news...

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Market Update
Humble Beginnings to the New Year

Stocks wrapped up their final trading sessions for 2022 with lower volatility....

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Market Update
Plans to Prosper

Heading into the Christmas weekend, stocks saw lower volatility and ended the...

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GivingNon-Profits
Staying Ahead of Scammers

A phone call from an unfamiliar number is not always sinister, but...

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GivingNon-Profits
Legacy: One of the Greatest Gifts

Family is congregated in the cozy kitchen, plates are filled with everyone’s...

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