Financial planning is a key part of wealth management and one of the services offered to our investment clients as a benefit of doing business with us. For those who do not have investment accounts with us, our financial planning services are offered for an hourly rate. We have a list of 20 Financial Planning [...]
By Athena Translated By Jenna Peters As a dog, I don’t have to worry much about saving for a rainy day. I take that back; there are a few bones I have buried in the backyard just in case my human forgets to feed me one day or I want a little snack. With humans, [...]
Are you planning to retire within the next 5 years? Will you need to decide between a lump sum payout or a monthly pension amount? Do you worry if you’ll outlive your current retirement savings and if you have enough? Do you wonder what you’ll do with the time you’ll gain once you retire from [...]
The elections are upon us. It's hard to turn on a t.v., radio or look at anything on the internet without hearing opinions of which party, the democrats or republicans, are going to do a better job of running the country. One side is about the government knowing what is best for all of us, [...]
By Bob Barber Over the past few years, stocks and bonds have seen a tremendous amount of day-to-day and month-to-month volatility. Volatility is the price an investor has to be willing to pay if they want long term growth, but many investors don’t realize, or forget this, when they actually experience volatility in their portfolio. [...]
Did you realize if you have a fee based managed account with Christian Financial Advisors and are paying our annual advisory fee, you also have access to more services for no additional charge? Below is a list of these services: A personal, comprehensive, mobile friendly website, that integrates your complete financial picture in one secure [...]
By Kirsten Otto Looking for ideas to tell your mom “I Love You” this Mother’s Day? How about doing something unique and different from the standard card and flowers? What about giving toward a water well in an African village as a reminder of your mom’s provision for you growing up? Sponsor a child in [...]
We Love to Hear From You! We sent out a short survey by email to learn how we are achieving our goals communicating with our clients. Thank you to all who responded! We will be using your responses to see how we can improve and serve you to the best of our ability. If you [...]
Photo by Karen Klasi & can be found on karenklasiwrites.com “On May 1, 1865, freed slaves gathered in Charleston, South Carolina to commemorate the death of Union soldiers and the end of the American Civil War. Three years later, General John Logan issued a special order that May 30, 1868 be observed as Decoration Day, [...]
The month of May is an exciting time of many celebrations. Mother’s Day, Memorial Day, and for many, Graduation Day for a child or grandchild from high school or college. Do you have children or grandchildren not in college yet? One of the nicest things you can give them is the gift of a college [...]
