Personal Financial Planning

Personal Financial Planning

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 [...]
The Cycle of Market Emotions

The Cycle of Market Emotions

This year to date and especially over the last 4-6 weeks the markets have acted in a way that can definitely play with one’s emotions. This chart is one we have been using for years that shows how emotions can cause a person to buy at the top of the markets and sell at the […]

An Introduction to the Ten Principles of Biblical Wealth Management

An Introduction to the Ten Principles of Biblical Wealth Management

Our new workshop entitled “Managing God’s Wealth Wisely” is a workshop that teaches how to manage wealth from a Biblical worldview by utilizing all the resources God has entrusted today, and planning for wisely passing them to the next generations. For a Christian, all financial decisions should be spiritual decisions incorporated into your faith that […]