Chris McAlpin

Real assets vs. financial assets for college and university endowments

6 min read

Real assets vs. financial assets for college and university endowments

If you’re reading this, you likely have a goal in front of you that is challenging you to think about investment planning for your college endowment through a different lens. More specifically, you’re curious about how asset classes (real vs....

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Should I be scared to look at my investment accounts?

4 min read

Should I be scared to look at my investment accounts?

This may sound crazy to some of you folks out there, but I absolutely love this question because this has the potential to be an impactful learning...

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January 2024 - Client Updates

4 min read

New financial education series and income planning for 2024

Happy New Year! One of our resolutions, if you will, for this year is to take a moment to stop and celebrate the wins in our lives. To be honest,...

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Investing After Retirement (Tips + Examples)

6 min read

Investment After Retirement (Tips + Examples)

Investing after retirement is an exciting topic, but it is one you must enter into with great care and purpose. More specifically, you need to bring...

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Looking Beyond the Headlines to 2024 with our Investment Framework

6 min read

Looking Beyond the Headlines to 2024 with our Investment Framework

Risk is both a feature and a bug of investing. That means the most critical way you can empower yourself to make smarter financial decisions (and...

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Real assets vs. financial assets (comparison + examples)

4 min read

Real assets vs. financial assets (comparison + examples)

Real assets vs. financial assets (comparison + examples) When you start knocking on the door of needing to define real assets vs. financial assets,...

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What are investable assets? (definition + examples)

5 min read

What are investable assets? (definition + examples)

What are investable assets? (definition + examples) If your financial literacy journey has led you here to our virtual doorstep to learn about what...

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What Is Biblically Responsible Investing? (Definition + Examples)

6 min read

What Is Biblically Responsible Investing? (Definition + Examples)

What Is Biblically Responsible Investing? (Definition + Examples) “What does the Bible say about money?” More than any other question, this is...

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How Does the U.S. Economy Work? (An Accessible Overview for All)

7 min read

How Does the U.S. Economy Work? (An Accessible Overview for All)

How Does the U.S. Economy Work? (An Accessible Overview for All) Recently, a client asked me a great question: “Is there a book you can recommend...

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Asset management vs wealth management, which is right for you? (+ examples)

9 min read

Asset management vs wealth management, which is right for you?

I’ll be honest, I get excited when folks like you come to me with questions like this. You’re at a point in your life where you are thoughtfully...

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