2 min read
The Conundrum: March 2024 Market Trends Report
This is my questions? Thi is my answer... The Federal Reserve has found itself behind the curve in recent years, as growth and inflation have moved...
6 min read
4 types of investments (+ examples)
We’re going back to financial school today, everyone. I don’t care if you’re new to investing or you consider yourself at least marginally...
4 min read
What does the stock market do in a recession? (+ examples)
If you’re a smart investor who goes out of their way to stay informed (I salute you), getting a clear picture of what is happening in the U.S. stock...
3 min read
What will stocks do this year? (2024 stock market analysis)
A client recently asked me this question, “What will stocks do this year?” In fact, a lot of people ask me this question this time of year. Heck, I...
5 min read
Why is estate planning important? (+ examples)
If you’re reading this article, I’m genuinely glad you’re here. Maybe you’re new parents who are thinking for the first time about how you safeguard...
5 min read
What are the 4 risks of investing? (+ examples)
As the title implies, you’re here because you want to develop a deeper understanding of what the true risks of investing are, and this may be for a...
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...