Advisors are here to help you
If you are considering partnering with a financial professional for the first time, it may be because you feel overwhelmed by the state of your finances. If you’ve never had […]
Category Archives: Financial Planning
Should I pull my money out of the bank?
With all of the volatility and chaos that has occurred over the last week in the banking sector, many people are suddenly wondering if the money they have saved at […]
Tax refunds sound like fun (but they’re not)
A lot of people eagerly anticipate finding out whether or not they’re owed a tax refund, because sometimes that amount is quite sizeable, and it can feel like an exciting […]
Let the Tax Day Preparations Begin
Tax Season is upon us again! Though Tax Day is ordinarily April 15, it is on April 18 this year. This unusual occurrence is due to April 15 falling on […]
What is Biblically Responsible Investing? Why does it Matter?
Biblically Responsible Investing (BRI) is the intersection of faith and investing, where you can be confident you are putting your money where your heart is. This type of strategy combines […]
Adrian Young’s Family Life Network Radio Interview
Our Executive Vice President Adrian Young was recently interviewed on Family Life Network as a special feature. His conversation offered practical tips and techniques for managing your personal and household […]
Make a Plan for Estate Planning
Imagine the scene at a family dinner, when everyone was well fed and comfortable, and your children brought up your estate planning. “Are your Wills still from when we were […]
Staying Ahead of Scammers
A phone call from an unfamiliar number is not always sinister, but it’s important to be wary of scams and to have confidence that your information is secure. Avoiding scams […]
The Cyclical Nature of Markets
The Christian’s goal when investing should be to build a lasting legacy for Kingdom use in the future. To achieve this goal, it is key to understand the cyclical nature […]
Investing is a Process; Lasting Legacies Should Be the Goal
Building a lasting legacy is a process, not a checkbox. Investing is a large component of the lifelong legacy process, as reaching our goals for retirement savings and charitable giving […]
