This monthly communication, "Financial Bullet Points," will quickly and easily cover the main financial issues we see affecting the markets without being bogged down with a lot of details. Written by Bob Barber, Matthew Barrovecchio, and Don VandeVanter Prepared on January 21st, 2025 The Bullet Points for February are: 1. Tax Document Reminder: Schwab should [...]
Written by the Christian Financial Advisors Team Matthew 22:37-38 "He said to him, 'Love the Lord your God with all your heart, with all your soul, and with all your mind. This is the greatest and most important command.'" As we step into a new year, it's natural to reflect on what matters most, and [...]
This monthly communication, "Financial Bullet Points," will quickly and easily cover the main financial issues we see affecting the markets without being bogged down with a lot of details. Written by Bob Barber, Matthew Barrovecchio, and Don VandeVanter Prepared on December 22nd, 2025 The Bullet Points for January are: 1. 2025 Tax Documents: As done [...]
This monthly communication, "Financial Bullet Points," will quickly and easily cover the main financial issues we see affecting the markets without being bogged down with a lot of details. Written by Bob Barber, Matthew Barrovecchio, and Don VandeVanter Prepared on November 25th, 2025 The Bullet Points for December are: Year-End Tax Planning and Deadlines:: Year-end [...]
Written by Bob Barber The Tenth Commandment Exodus 20:17 "You shall not covet your neighbor's house... or anything that belongs to your neighbor." Hebrews 13:5 "Keep your lives free from the love of money and be content with what you have..." In our country, comparing and coveting have unfortunately become mainstream. We are bombarded with [...]
This monthly communication, "Financial Bullet Points," will quickly and easily cover the main financial issues we see affecting the markets without being bogged down with a lot of details. Written by Bob Barber, Matthew Barrovecchio, and Don VandeVanter Prepared on October 22nd, 2025 The Bullet Points for November are: New Client Portal: Starting this month, [...]
Written by Bob Barber Proverbs 20:21 An inheritance gained prematurely will not be blessed ultimately. An old financial planning adage warns: "Shirtsleeves to shirtsleeves in three generations." Generation one creates wealth, generation two lives off it, and generation three spends the rest. The team at Christian Financial Advisors has observed this pattern play out in [...]
This monthly communication, "Financial Bullet Points," will quickly and easily cover the main financial issues we see affecting the markets without being bogged down with a lot of details. Written by Bob Barber, Matthew Barrovecchio, and Don VandeVanter Prepared on September 23rd, 2025 The Bullet Points for October are: RMD Season is Here: If you [...]
Written by Bob Barber Genesis 25:30-34 He said to Jacob, “Quick, let me have some of that red stew! I'm famished!” (That is why he was also called Edom. ) Jacob replied, “First sell me your birthright.” “Look, I am about to die,” Esau said. “What good is the birthright to me?” But Jacob said, [...]
This monthly communication, "Financial Bullet Points," will quickly and easily cover the main financial issues we see affecting the markets without being bogged down with a lot of details. Written by Bob Barber, Matthew Barrovecchio, and Don VandeVanter Prepared on August 26th, 2025 The Bullet Points for September are: Ready for Year-End Tax Planning: Why [...]
