Is now a good time to do a Roth Conversion?
August 03, 2022
Is now a good time to do a Roth Conversion? by Jake Preston Periods of losses in the market are an inevitable result of investing. While certainly not enjoyable, downturns…
What are I Bonds?
July 20, 2022
What are I Bonds? Recent high inflation has thrust Series I savings bonds, or I bonds, into the spotlight. If you haven’t heard of I bonds before, or only just…
Finding Hope Despite High Inflation
June 22, 2022
Finding Hope Despite High Inflation Wednesday, June 15th, the Fed raised rates by another 0.75%. This is the largest rate hike since 1994 and indicates how seriously the Fed is…
Fear and Volatility
June 15, 2022
Fear and Volatility The turmoil in the markets and the economy continues. On Monday, June 13th, the markets dropped with the S&P 500 closing down 3.9%. Recent numbers show that…
Preparing for Your First Financial Planning Meeting
May 18, 2022
Preparing for Your First Financial Planning Meeting We’ve had the privilege of working with hundreds of individuals and families over the last 25 years; helping them reach their financial goals…
How to Choose a Financial Advisor
May 04, 2022
How to Choose a Financial Advisor If you’ve decided to work with a Christian financial advisor, congratulations, that is a decision that can have many positive benefits. Your next question…
8 Reasons to Work with a Financial Advisor
April 27, 2022
8 Reasons to Work with a Financial Advisor Most of us worry about our money, including financial advisors! Yet, despite these worries and the complexity of managing finances, many people…
The Biggest Mistakes Investors Make (Part 1)
March 05, 2019
A Common Mistake Investors Make It happens every market correction. Well-intending investors who say they can tolerate 10-plus percent declines in market value do just the opposite of what they…
031 – A Gospel Based Approach to Money
May 23, 2018
Today Chad Hamilton joins Cassie Laymon on the podcast. Chad Hamilton is Founder and President of Advisor Solutions 360. He has more than 20 years of experience in the wealth management…
Tips for Overcoming the Most Common Investment Errors
February 21, 2018
By: Chad Hamilton, CFP Traditional economics assumes we act rationally when making financial decisions, and we always act in alignment with our own economic self-interest. According to economic theory, we…
028 – Talking About Money in Your Marriage
February 14, 2018
Is money a hot topic for discussion in your marriage? Join Cassie Laymon and guest Dr. Bruce McCracken, founder of House on the Rock Family Ministries and Fan the Flame…
What is the Evangelical Council for Financial Accountability?
December 21, 2017
by: Mike Sunderland, CFEI®, Wealth Advisor Have you ever hesitated to give to an organization because you are not familiar with who they are or do not know for certain…
025 – The Stewardship Journey Part II
November 01, 2017
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…
Waypoint 4: Full Sail
October 24, 2017
By Rick Laymon, CFP® If you have made it to Waypoint 4, a BIG CONGRATS to you! Many folks never make it this far or beyond on The Stewardship Journey.…
Waypoint Three: The Voyage
October 18, 2017
by: Cassandra Laymon, CFP®, MBA By now, you are well on your way through the Stewardship Journey! While I’m covering one waypoint per week, some of these stops require months,…