How do you know what you’re invested in?

How do you know what you’re invested in? American consumers and investors are increasingly interested in knowing that the money they give to companies through purchases or investments aligns with…
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Can My Investments Make A Difference?

By guest blogger Dwight Short, with and introduction by Cassandra Laymon, CFP®, MBA It’s sometimes hard for me to convince Christians that they can make an impact for change by…
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How Does My Account Grow? The Difference Between Capital Gains, Dividends and Interest

by: Cassandra Laymon, CFP®, MBA Over the past few weeks we’ve talked about different investments (or assets) including stocks, bonds and mutual funds. We also reviewed the meaning of “the…
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Jane’s BRI Moment

It happened again last week… Cassie and I were meeting with a beloved client who recently lost her mother and had come in to start the process of transferring the…
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