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...
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...