Voting Right, Investing Left
Welcome Mary Jo Lyons!
Why You Should Use A Holistic Certified Wealth Strategist
Personal Financial Planning
Do You Need A Trusted Financial Advisor?
We All Have Different Gifts God gives all of us different gifts and strengths to help one another. Some of us are teachers, doctors, nurses, carpenters or mechanics. Others are architects, artists, entertainers, pastors, engineers or protectors (police, fire, military). While others are veterinarians, managers, leaders and everything in between. And let’s not forget about […]
The Myth of Advisor Diversification
Almost weekly I speak with someone who believes diversification means using multiple financial advisory service firms to get a diversified portfolio. Upon further examination, I find that more often than not the exact opposite of this assumption is true. Let me explain.
Frustrated with C.D. Rates?
Every day I meet with someone across from my desk who’s frustrated with the low interest rates C.D.’s are paying today on their savings. They remember the good old days not that long ago of when you were rewarded for having savings with interest rates of 5%-6% and you could live on the interest made […]
5th Principle of Biblical Wealth Management: Financial Planning Part 2
Last week I covered the 12 different areas of financial planning I personally see on a daily basis that need addressing. This week I will finish up with Biblical financial planning by covering the 5 steps to set and achieve your financial goals.