4 min read
What is the purpose of an estate plan? (examples + next steps)
We’ve said it before, but I’ll say it again — estate planning as a topic isn’t exactly a fun one, as it requires us to consider our own mortality....
5 min read
Investing governance for college and university endowments
College and university endowments are absolute marvels. Yes, you play an essential role in the long-term health and sustainability of your...
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...
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...
5 min read
How to plan for retirement in your 30s (tips + examples)
If you’re reading this right now, and you’re in your 30s, I am willing to wager that you get in the abstract sense why planning early for retirement...
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...
4 min read
How Much Does Estate Planning Cost? (Tips + Examples)
Let’s be honest. If you’re here to learn about estate planning costs, we’re about to walk into a conversation that no one really wants to have. It...
4 min read
What is the advantage of investing for retirement early? (+ examples)
What is the advantage of investing for retirement early? (+ examples) It’s an exciting time of your life when you’re between 25 and 35 years old:...
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,...
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...
13 min read
Bible verses about wealth
Bible verses about wealth Anytime I write, I try to picture who the reader is — yes, I am trying to picture you, right now. And that may be both...
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...
6 min read
How to choose a financial advisor (tips + questions to ask)
How to choose a financial advisor (tips + questions to ask) As a financial planning professional myself, there is nothing I love more than getting to...
9 min read
7 Best Compound Interest Investments (Overview + Examples)
7 Best Compound Interest Investments (Overview + Examples) “Compound interest is the eighth wonder of the world. He who understands it, earns it… he...
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...
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...
5 min read
Why the Stock Market Must Crack
Why the Stock Market Must Crack The Long Hot Summer is a perennial favorite movie in our house. Yes, our home is full of teenage girls, but films...
7 min read
Tax savings strategies for high income earners (+ examples)
Tax savings strategies for high income earners (+ examples) If you're here, you are most certainly not looking for a leisurely read to pass the time...