AdvisoryHQ, which reviews and ranks financial firms, has added Christian Financial Advisors to their top listings for the second year in a row. We were included specifically because of our services for the Christian community and our features of Biblically Responsible Investing, Comprehensive Services, and our Size and Experience. AdvisoryHQ developed a breakthrough “Top-Down Advisor [...]
Most high income earners lose the ability to take many tax deductions because the tax laws are tilted so unfairly toward them, contrary to popular opinion. The statement we’ve all been hearing from politicians and most media sources for years that the “wealthy don’t pay their fair share of taxes” can easily be disputed by [...]
It’s been almost 10 years since we have had a major bear market like 2008 or 2000 when the markets dropped over 35% in just one year. Unfortunately, history proves that bull market positive trends never last forever, and when they change course it can be very damaging to a portfolio for many years. Fortunately, [...]
BRI Lab Report I know most of you may think BRI stands for “Barking Really Impressively” (I sure did before the humans sat me down and trained me on Biblically Responsible Investing, also known as BRI). In a tailwag, it allows Christians to invest their money according to their beliefs. This means that Christian financial [...]
Over the years, I have had clients contact me about an opportunity they have received for a fixed indexed annuity. These annuities are heavily marketed by mail, radio programs, and through free seminars at steak houses as the one-size-fits-all financial product for retirement income. There are important things to know about fixed indexed annuities before [...]
With the new year we all start thinking about income taxes and that dreaded April 15th deadline. For many, this is the time to make annual contributions to t IRAs for a tax deduction. Here are the limits and rules that apply. The maximum annual contribution for an individual IRA is: $5,500 per person - [...]
1. Get my will and estate plan updated 2. Help the kids understand their potential inheritance 3. Get completely financially organized with all my financial documents (wills, trusts, real estate deeds, insurance documents, titles to vehicles, etc) 4. Review my retirement accounts and see if I’m on track for retirement 5. Update my budget plan [...]
Bob and Nathaniel attended Wealth Management University on the University Of Texas Campus for a week in October. Bob started the CWS-Certified Wealth Strategist program last year and has been going through all the classes during 2016. He has now completed all the study materials and only has to write and submit a 45 page [...]
October was one of the busiest times for Christian Financial Advisors in its history as many of us, especially Bob and Pat, were invited to attend all the surrounding annual Baptist Association meetings across Central and South Texas. Each regional association is made up of 70-200 surrounding Baptist Churches. Christian Financial Advisors was the exclusive [...]
Lately, it seems that several times a week we either get a phone call at the office or receive a email article from someone who has been convinced by a “professional doomsdayer” the sky is about to fall, the dollar may not be around in 2-3 months, and/or life as we know it is about [...]
