Archive: November 2017

Why Investing is Not Gambling

Why Investing is Not Gambling By Mike Sunderland, CFEI®, Wealth Advisor   “The plans of the diligent lead surely to abundance,     but everyone who is hasty comes only to poverty.” (Proverbs 21:5, ESV) Risk…
Read More

Alcohol and BRI: Can We Have a Drink and Invest in It Too?

By: Mike Sunderland, Wealth Advisor Our Freedom From Addictions Screen looks to avoid companies that promote or participate in activities that contribute to common addictions, such as companies involved with…
Read More

Finishing Well the Race Set Before Us

By Rick Laymon, CFP®, CKA®This week we wrap up our blog series on The Stewardship Journey. Let me set the stage for WaypointFive and reaching our ultimate destination, by first…
Read More

025 – The Stewardship Journey Part II

In today's episode of the True Wealth Spotlight, Rick and Cassie discuss Waypoint three on the Stewardship Journey, where you are moving from "stable" to "solid" on the financial planning…
Read More