Financial Planning
6 Biblical Principles of Financial Planning
6 Biblical Principles of Financial Planning Over 25 years we’ve worked with many Christian families who want to make wise...
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Would you buy a house without knowing anything about it?
Would you buy a house without knowing anything about it? Probably not. Imagine a couple looking to purchase a home,...
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Financial Literacy Book Recommendations
Financial Literacy Book Recommendations Benjamin Franklin said that “an investment in knowledge pays the best interest.” One of the best...
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Learning from Martin Frobisher’s Fool’s Gold
Learning from Martin Frobisher’s Fool’s Gold Sir Martin Frobisher was a 16th century English privateer and explorer famous for making...
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What is Sequence of Returns Risk?
What is Sequence of Returns Risk? There are a number of risks when it comes to investing for retirement. Are...
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What Does SECURE Act 2.0 Mean for You?
What Does SECURE Act 2.0 Mean for You? By Jake Preston Retirement emerges again as a bi-partisan issue in Congress....
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GOATs, Recency Bias, and Investing
Tom Brady is the NFL’s “Greatest of All Time”. Everyone from sportscasters to armchair-quarterbacks are touting Brady’s stats and records...
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November 2022 Market Commentary – Generating Tax Alpha
Year-end tax surprises are no fun, and you may be surprised to learn that it’s possible owe capital gains taxes...
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How do you save for your kids’ college expenses?
How do you save for your kids’ college expenses? By Jake Preston The average cost of college in the United...
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