Financial Planning

How to Maximize Your Business for Kingdom Impact: Part 3

How to Maximize Your Business for Kingdom Impact: Part 3

Are investors really responsible for the unintended consequences of their choices? Many investors are solely putting their money into “the market,” and don’t ever consider that what companies do and don’t do could be part of their responsibility. Think about how Jesus taught. Every choice we make determines which Kingdom we are nurturing.

read more
How to Find Unity in Differing Financial Personalities within Marriage

How to Find Unity in Differing Financial Personalities within Marriage

Do you find yourself having frequent conversations surrounding finances with your spouse? What about none at all? Finances are a common point of contention in many marriages. It’s not something to be ashamed of, but it doesn’t have to be something you live with either. We believe it’s important for client couples to be on the same page regarding their finances. Here is why this matters and what we do to encourage unity! 

read more
Why You Need a Financial Advisor: Tax Planning Benefits

Why You Need a Financial Advisor: Tax Planning Benefits

If you’ve worked hard to build up significant wealth for you and your family, the last thing you want to do is start giving pieces of the pie away to third parties. Tax planners, financial advisors, legal experts, and other professionals in the financial sector all want to be a part of your portfolio management. While it may be tempting to do it yourself (or at least as much as you can), there are many reasons why having a financial advisor is in your best interest.

read more
Past performance may not be representative of future results.  All investments are subject to loss.  Forecasts regarding the market or economy are subject to a wide range of possible outcomes.  The views presented in this market update may prove to be inaccurate for a variety of factors.  These views are as of the date listed above and are subject to change based on changes in fundamental economic or market-related data.  Please contact your Financial Advisor in order to complete an updated risk assessment to ensure that your investment allocation is appropriate.