Personal Finance + Investing Resource Center

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Index Weighting: Why Your Favorite Index May Be Wrong
Deep Dives & Downloads

Index Weighting: Why Your Favorite Index May Be Wrong

By downloading this eBook, you'll gain a better understanding of different index weightings and their impacts on a portfolio. You'll learn about the potential benefits and...

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Real Assets vs Financial Assets: A Comparison
Deep Dives & Downloads

Real Assets vs Financial Assets: A Comparison

This guide, authored by Chris McAlpin, co-founder of Sound Financial Strategies Group and an investments professor at Mississippi College, is designed to empower you with...

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Direct Indexing: The Future of Investing
Deep Dives & Downloads

Direct Indexing: The Future of Investing

This guide is designed to help you understand the potential benefits and implications of direct indexing, and how it could reshape your investment strategy...

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Unlock the Potential of Dividend Growth Investing
Deep Dives & Downloads

Unlock the Potential of Dividend Growth Investing

Are you looking to enhance your investment portfolio with a strategy focused on financial strength and sustainable growth? Our comprehensive guide...

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Private vs Public - A Brighter Outlook: The Case For Private Investment Allocations
Deep Dives & Downloads

Private vs Public - A Brighter Outlook: The Case For Private Investment Allocations

Delve into the role of central banks in capital markets, the impact of fiscal stimulus, and the shift in the...

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Market Outlook: Capitalizing On A New Era Of Investment Opportunities
Deep Dives & Downloads

Market Outlook: Capitalizing On A New Era Of Investment Opportunities

Delve into the reality of stock market predictions. What You'll Learn: The Importance of Price as an Indicator: Understand why price, which represents the current...

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Personal Financial Planning Template
Deep Dives & Downloads

Personal Financial Planning Template

This purpose-built tool will take you through every step of the initial financial planning process — defining clear life and financial goals; articulating your values (e.g., your relationship with faith and...

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The 12 Myths Of Investing
Deep Dives & Downloads

The 12 Myths Of Investing

Are you ready to challenge the conventional wisdom of investing?  This insightful eBook debunks the most common (and costly) misconceptions about investing and...

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Active vs. Passive, The Great Debate
Deep Dives & Downloads

Active vs. Passive, The Great Debate

In "Active vs. Passive, The Great Debate," we delve deep into this debate to offer a fresh perspective and clear insights.  This whitepaper is not just a comparison but...

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Are You Ready to Work With a Financial Planner?
Deep Dives & Downloads

Are You Ready to Work With a Financial Planner?

Take the assessment and know if you're ready to work with a faith-based financial planner. Get a clear picture of where you are on the path to financial freedom and...

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Revolutionize Your Wealth Strategy with Ancient Wisdom
Deep Dives & Downloads

Revolutionize Your Wealth Strategy with Ancient Wisdom

Unlock the Talmud's Modern Wealth Management Secrets! Our exclusive guide reveals how ancient diversification principles align with contemporary financial strategies, offering stability and growth in today’s volatile market.

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Money By The Book
Deep Dives & Downloads

Money By The Book

A God-honoring Financial Plan. Prepare to plan for the future of your finances. Download our free e-book and learn how to develop a God-honoring financial plan that leads....

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Unlock the Potential of Fixed Annuities
Deep Dives & Downloads

Unlock the Potential of Fixed Annuities

Discover the power of fixed annuities in achieving financial peace of mind with our comprehensive guide. "Fixing Expectations with Fixed Annuities" delves into how fixed...

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Discover the Elephant in the Room of Investing
Deep Dives & Downloads

Discover the Elephant in the Room of Investing

In an ever-evolving financial landscape, the actions of the Federal Reserve have profound implications on market dynamics and investment outcomes. WealthShield's latest...

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The Trend is your Friend
Deep Dives & Downloads

The Trend is your Friend

In an ever-evolving financial landscape, the actions of the Federal Reserve have profound implications on market dynamics and investment outcomes...

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Discover the Power of Process-Driven Investing
Deep Dives & Downloads

Discover the Power of Process-Driven Investing

Discover the revolutionary "The Investment Framework" by Sound Financial Strategies Group and WealthShield. This concise guide introduces a process-focused investment...

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Financial Planning Process
Deep Dives & Downloads

Financial Planning Process

A clear, definitive, step-by-step guide for values-driven individuals and families who are ready to plan for a brighter future.

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The case for dividend stocks – now!
Blog

The case for dividend stocks – now!

Discover why dividend stocks, particularly the Dividend Aristocrats, present a unique investment opportunity now with their historical performance and...
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Understanding Today’s Market Landscape and What It Means for You as an Investor: Client Meeting
Client Updates

Understanding Today’s Market Landscape and What It Means for You as an Investor: Client Meeting

Navigate today's market with insights on economic trends, policy shifts, and investment strategies to make informed financial decisions and build a...
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Growing Your Business Sustainably: Financial Strategies for Expansion
Blog

Growing Your Business Sustainably: Financial Strategies for Expansion

Learn sustainable financial strategies for business expansion. Assess readiness, choose funding, manage risks, and monitor key metrics to ensure stable...
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October Client Update: Navigating Tax Planning for Retirees with Smart Strategies
Client Updates

October Client Update: Navigating Tax Planning for Retirees with Smart Strategies

Navigate tax planning for retirees with strategies on managing RMDs, Roth conversions, and tax-efficient tactics to maximize your savings and secure...
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Retirement Planning in Uncertain Times: 5 Strategies to Protect Your Future
Blog

Retirement Planning in Uncertain Times: 5 Strategies to Protect Your Future

Discover five essential strategies to safeguard your retirement during uncertain economic times. Learn how to manage market volatility, diversify...
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Understanding Behavioral Finance: How Emotions Affect Your Investments
Blog

Understanding Behavioral Finance: How Emotions Affect Your Investments

Discover how emotions like fear and greed impact your investments and learn strategies to make more rational financial decisions. Explore the insights...
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Tax Optimization Tips for Different Life Stages: From Young Professionals to Retirees
Blog

Tax Optimization Tips for Different Life Stages: From Young Professionals to Retirees

Optimize your tax strategy at every life stage, from young professionals to retirees, with these expert tips on maximizing tax-advantaged accounts and...
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The 2024 Presidential Election and the US Stock Market: September 2024
Client Updates

The 2024 Presidential Election and the US Stock Market: September 2024

Explore how presidential elections impact the stock market, historical trends, and strategies to navigate election-year volatility for...
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August Update: Economic Outlook: Navigating Uncertain Market Trends
Client Updates

August Update: Economic Outlook: Navigating Uncertain Market Trends

Navigate economic uncertainty with a data-driven approach. Understand market dynamics and defensive rotations, and prepare for future opportunities in...
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Estate Planning: Key Documents + Your Communication Plan
Client Updates

Estate Planning: Key Documents + Your Communication Plan

Learn the key estate planning documents you need and why they matter. Ensure your wishes are clear and communicated to avoid complications for your...
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How Does Inflation Impact the Stock Market?
Blog

How Does Inflation Impact the Stock Market?

Ready to explore how inflation impacts the stock market, from rising interest rates to sector performance and investor sentiment? Understand the...
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What Is Happening with the American Consumer in Our Economy?
Client Updates

What Is Happening with the American Consumer in Our Economy?

Understanding the current state of the American consumer in the economy and its impact on investments and market trends. Explore insights on expected...
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What to Expect in Your First Investment Management Meeting
Blog

What to Expect in Your First Investment Management Meeting

Get prepared for your first investment management meeting with Sound Financial. Learn about the questions, goals, education, risk tolerance, and...
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May Update: Trends in Economic Growth, Monetary Policy, + Inflation
Client Updates

May Update: Trends in Economic Growth, Monetary Policy, + Inflation

Explore the latest trends in economic growth, monetary policy, and inflation in our May update. Discover investment opportunities in a challenging...
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Tax Reduction Strategies for Entrepreneurs and High-Income Earners
Blog

Tax Reduction Strategies for Entrepreneurs and High-Income Earners

Learn tax reduction strategies for investors, entrepreneurs, and high-income earners, including maxing out retirement plans, backdoor Roth conversion...
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Annuities as a Retirement Income Investment Opportunity
Blog

Annuities as a Retirement Income Investment Opportunity

You worked hard all your life, and now you’re retired. Congratulations, you’ve more than earned it! Are you comfortable? Yes, but you know you could ...
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Client Investment Accounts Update for April 2024
Client Updates

Client Investment Accounts Update for April 2024

Annual rebalancing of client investment accounts is explained by Chris McAlpin. No cause for alarm, just routine maintenance. Assess your plan and risk...
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Understanding High-Risk Investments: Insights from Chris McAlpin
Videos

Understanding High-Risk Investments: Insights from Chris McAlpin

Gain insights from Chris McAlpin on navigating high-risk investments, including defining risks, examples, and strategies for managing them effectively...
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Tax Strategies for High Income Earners: A Guide from Chris McAlpin
Videos

Tax Strategies for High Income Earners: A Guide from Chris McAlpin

Learn how high-income earners can optimize their tax liabilities with effective strategies like maximizing retirement contributions and leveraging...
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Managing Investment Risk for Retirement + Financial Planning
Client Updates

Managing Investment Risk for Retirement + Financial Planning

Looking to manage your investment risk for retirement and financial planning? ...
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What Is an Example of a High Risk Investment?
Blog

What Is an Example of a High Risk Investment?

Dogecoin is a perfect example of a high-risk investment. Dogecoin is a cryptocurrency that started as a joke but became a significant speculative ...
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How to Manage Investment Risk (3 Strategies + Examples)
Blog

How to Manage Investment Risk (3 Strategies + Examples)

To manage investment risk effectively, focus on three key strategies: diversification, stop-loss orders, and hedging. Together, these methods ...
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What Are Equities in the Stock Market? (Overview + Examples)
Blog

What Are Equities in the Stock Market? (Overview + Examples)

An equity in the stock market usually refers to the stock itself. The word "equity" signifies ownership, implying the value of shares issued by a ...
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What Causes a Stock Market Crash? (+ Examples)
Blog

What Causes a Stock Market Crash? (+ Examples)

A stock market crash typically occurs when extreme overvaluation of the market coincides with a significant catalyst. Historical data, such as the ...
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How do you manage Investment Risk?
Videos

How do you manage Investment Risk?

Learn how to effectively manage investment risk with strategies like diversification, stop-loss orders, and hedging. Understand the essence of risk...
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What are equities in the stock market?
Videos

What are equities in the stock market?

Understanding equities in the stock market is crucial for investors. Explore ownership in companies, including ETFs, and enhance your financial literacy...
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What are the types of real estate investments?
Videos

What are the types of real estate investments?

Want to explore the four primary types of real estate investments - residential, commercial, raw land, and REITs/funds? Learn how to navigate this...
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What Are Financial Assets? (Overview + Examples)
Blog

What Are Financial Assets? (Overview + Examples)

Ready to learn about financial assets, their definition, examples, advantages, and disadvantages? Understand how they represent real assets and why the...
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What Are the Different Types of Investment Funds? (+ Examples)
Blog

What Are the Different Types of Investment Funds? (+ Examples)

Ready to discover the different types of investment funds - mutual funds, ETFs, and hedge funds? Understand how each works and who should consider...
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Market Update: Exploring Valuations from a Macro Perspective
Blog

Market Update: Exploring Valuations from a Macro Perspective

Want to explore valuations from a macro perspective, uncovering the challenges of mean reversion and the current market trends? Discover opportunities...
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4 Best Types of Loans for Investment Properties (+ Examples)
Blog

4 Best Types of Loans for Investment Properties (+ Examples)

Need to discover the best types of loans for investment properties, including conventional bank loans, bridge loans, private money, and HELOCs? Learn...
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Are Investments Assets?
Videos

Are Investments Assets?

Ready to dive into the concept of investments as assets with insights from a finance expert? Explore the true meaning of assets and discover the...
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What are the different types of investment funds?
Videos

What are the different types of investment funds?

Want to explore the different types of investment funds, including mutual funds, ETFs, and hedge funds, to make informed choices aligned with your...
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Understanding Financial Assets: A Video Chat with Chris McAlpin
Videos

Understanding Financial Assets: A Video Chat with Chris McAlpin

Want to learn about financial assets with Chris McAlpin from Sound Financial Strategies Group? Understand the significance, advantages, and...
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Maximizing Returns: Choosing the Loan for Your Investment Property
Videos

Maximizing Returns: Choosing the Loan for Your Investment Property

Need to learn how to choose the right loan for your investment property with expert advice? Explore various financing options to maximize returns and...
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What is the U.S. Federal Reserve, and what do they do?
Client Updates

What is the U.S. Federal Reserve, and what do they do?

Want to learn about the U.S. Federal Reserve and its crucial role in the economy? Discover its functions, impact on monetary policy, and current...
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The Conundrum: March 2024 Market Trends Report
Blog

The Conundrum: March 2024 Market Trends Report

Insight into the Federal Reserve's struggles with growth and inflation, and the impact on market trends. Learn about potential solutions and current...
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4 types of investments (+ examples)
Blog

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 well-versed ...
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A Guide to Navigating the Tide of Rising Interest Rates
Videos

A Guide to Navigating the Tide of Rising Interest Rates

Want to learn how to navigate the impact of rising interest rates on your finances with Sound Financial's Chris McAlpin? Discover opportunities for...
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Mastering Retirement: Crafting a Robust Income Plan with Chris McAlpin
Videos

Mastering Retirement: Crafting a Robust Income Plan with Chris McAlpin

Ready to discover expert insights on crafting a robust retirement income plan with Chris McAlpin? Learn how to secure a steady income for your...
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What does the stock market do in a recession? (+ examples)
Blog

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 ...
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Understanding Your Tax Documents: 1099 Distribution FAQs
Videos

Understanding Your Tax Documents: 1099 Distribution FAQs

Want to learn about 1099 tax document distribution timelines and FAQs with Sound Financial? Get essential insights on 1099 forms and important deadlines...
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What will stocks do this year? (2024 stock market analysis)
Blog

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, but ...
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How do you make your investment decisions? | Client Update February 2024
Client Updates

How do you make your investment decisions? | Client Update February 2024

Learn how to make informed investment decisions using a structured Investment Framework. Discover the four key steps to navigate expected...
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Why is estate planning important? (+ examples)
Blog

Why is estate planning important? (+ examples)

The importance of estate planning asks us all to approach the task with purpose, intention, and thoughtfulness ...
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What are the 4 risks of investing? (+ examples)
Blog

What are the 4 risks of investing? (+ examples)

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 number of reasons ...
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What is the purpose of an estate plan? (examples + next steps)
Blog

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 ...
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Investing governance for college and university endowments
Blog

Investing governance 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 ...
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Real assets vs. financial assets for college and university endowments
Blog

Real assets vs. financial assets for college and university endowments

Explore the strategic investment differences between real assets and financial assets for college and university endowments...
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Should I be scared to look at my investment accounts?
Blog

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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New financial education series and income planning for 2024
Client Updates

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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How to plan for retirement in your 30s (tips + examples)
Blog

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 is ...
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Investment After Retirement (Tips + Examples)
Blog

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 ...
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How Much Does Estate Planning Cost? (Tips + Examples)
Blog

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 ...
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Looking Beyond the Headlines to 2024 with our Investment Framework
Client Updates

Looking Beyond the Headlines to 2024 with our Investment Framework

Ready to gain insights into the complex investing world and minimize risk with our investment framework? Discover the potential opportunities and...
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What is the advantage of investing for retirement early? (+ examples)
Blog

What is the advantage of investing for retirement early? (+ examples)

Is there any benefit to investing in retirement early? The short answer is yes, when you’re between 25 and 35 years old: you’re figuring out what you ...
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Real assets vs. financial assets (comparison + examples)
Blog

Real assets vs. financial assets (comparison + examples)

When you start knocking on the door of needing to define real assets vs. financial assets, you’re getting into the “nerdom” of financial planning ...
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What are investable assets? (definition + examples)
Blog

What are investable assets? (definition + examples)

If your financial literacy journey has led you here to our virtual doorstep to learn about what investable assets are, I am very excited. Right now ...
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Bible verses about wealth
Blog

Bible verses about wealth

In this article, we dive into the biblical verses that speak directly about wealth and ...
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What Is Biblically Responsible Investing? (Definition + Examples)
Blog

What Is Biblically Responsible Investing? (Definition + Examples)

What does The Bible say about money? More than any other question, this is probably the one I get the most. Then, many people follow that up with ...
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How to choose a financial advisor (tips + questions to ask)
Blog

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 work with folks to solve financial puzzles they’re unable to ...
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Why aren’t we making more money in the stock market?
Client Updates

Why aren’t we making more money in the stock market?

Learn why the stock market isn't bringing in more profits and how to overcome it. Explore the impact of the pandemic, inflation, and market events, and...
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7 Best Compound Interest Investments (Overview + Examples)
Blog

7 Best Compound Interest Investments (Overview + Examples)

With the current interest rate environment, there are more good compound interest investment options available than we’ve seen in years ...
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How Does the U.S. Economy Work? (An Accessible Overview for All)
Blog

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 that explains the economy (for dummies preferably)? I love this ...
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Asset management vs wealth management, which is right for you?
Blog

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

Discover if asset management or wealth management is right for you. Take a step back from the nuanced complexities of investment strategies and ...
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Why the Stock Market Must Crack
Blog

Why the Stock Market Must Crack

Discover why the stock market must crack, and how future forecasts for the S&P 500 (if we must use an index, let’s use the S&P) do not look good. Keep ...
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Tax savings strategies for high income earners (+ examples)
Blog

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 — a thrilling poolside page-turner, tax-saving strategies are ...
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How much does investment management cost? (+ examples)
Blog

How much does investment management cost? (+ examples)

Discover how much investment management costs in each of the most commonly used financial vehicles out there...
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Is the stock market gambling?
Blog

Is the stock market gambling?

If I had a dollar for every time that I hear someone compare the stock market to gambling, I could retire very comfortably...
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How to invest for retirement at age 40
Blog

How to invest for retirement at age 40

Let's be honest. Once you reach the age of 40, things start to feel ... well, a bit more real, right? It's an age where you may have thought you'd ...
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Client Update: August 2023
Client Updates

Client Update: August 2023

Ready to discover the challenges of rising inflation and interest rates in the economy and how they affect the stock market? Find out what steps you can...
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5 Pillars of Financial Planning: The Sound Financial Way
Blog

5 Pillars of Financial Planning: The Sound Financial Way

Want to discover the five pillars of financial planning that can help you achieve your goals and build wealth? In this article you will learn how to be...
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Investment Strategy: The Sound Financial Way
Blog

Investment Strategy: The Sound Financial Way

Are you looking for an investment strategy for the future? Discover the Sound Financial Way to secure your financial future. Learn how to avoid...
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25 most powerful bible verses about finances (+ key insights)
Blog

25 most powerful bible verses about finances (+ key insights)

Discover the top 25 Bible verses about finances and gain critical insights on stewardship, accountability, contentment, and success. Learn how to ...
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Active vs. passive vs. discretionary investing: What strategy is best?
Blog

Active vs. passive vs. discretionary investing: What strategy is best?

Wondering what investment strategy is right for you? Active vs. Passive Investing is a great place to start the conversation. In this article, we answer...
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September Client Update
Client Updates

September Client Update

See what Chris has to say for September
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How Do You Handle a Recession? [EP. 42]
The Chase

How Do You Handle a Recession? [EP. 42]

How do you handle a recession? Does the Bible give us instructions that help us navigate hard economic times? Yes! And the wisdom from this ancient book...
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Insights
The Chase

Insights

The Chase Show & Podcast with Chris McAlpin watch the chase Search Categories: Behavioral Finance Christian ESG College Planning Faith-Based Investing Fina
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Actively Managing Risk with Biblically Responsible Investments
The Chase

Actively Managing Risk with Biblically Responsible Investments

All creation moves in a rhythm; should the markets move rhythmically too? Do they? Can you measure the ups and downs to help us make investment...
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Understanding Wealth Through God’s Blessings/June Client Update
The Chase

Understanding Wealth Through God’s Blessings/June Client Update

Does it feel like money rules your life? Does the need for more or fear of losing control all your financial decisions? Does media chatter make you...
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Behavioral Finance Series: Making the Best of Bad Markets [EP. 39]
The Chase

Behavioral Finance Series: Making the Best of Bad Markets [EP. 39]

What can you do when the markets are bad? How can you see past the chaos to make a successful financial plan? It’s only natural to be fearful of...
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Sound Financial at Delta Streets Academy
Blog

Sound Financial at Delta Streets Academy

Last Friday (4/29/22) Chris McAlpin & Joel Holden from Sound Financial spoke with a group of young men at Delta Streets Academy about money...
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Behavioral Finance Series: The Most Missed Financial Planning Topic
The Chase

Behavioral Finance Series: The Most Missed Financial Planning Topic

What is most often overlooked in financial planning? When taking steps to secure your financial future, what aspects should you really be focused...
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Client Update: May 2022
Client Updates

Client Update: May 2022

The year 2022 continues to provide excitement to the downside. At the recording of the client update, I said all I believed needed to be said. Then the...
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Market Ups & Downs: Seeing Through the Turmoil With Clint Sorenson
The Chase

Market Ups & Downs: Seeing Through the Turmoil With Clint Sorenson

Are you feeling the pressure of recent market unrest? Is the current state of the world causing you to be unsure about the future of your...
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Client Update: April 2022
Client Updates

Client Update: April 2022

Sound Financial Strategies Group Client Update for April 2022 with Chris McAlpin and Clint Sorenson.
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Behavioral Finance Series with Joe McQuaid - Part 2
The Chase

Behavioral Finance Series with Joe McQuaid - Part 2

Do you struggle to filter through the noise of everyday life? How does that noise distract you from what’s important and affect your financial...
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Behavioral Finance Series with Joe McQuaid [EP. 35]
The Chase

Behavioral Finance Series with Joe McQuaid [EP. 35]

Would you happen to have the right mindset to conquer your financial goals? Do you know yourself well enough to execute on those goals and reach...
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Behavioral Finance Series with Guest Jay Coulter [EP. 34]
The Chase

Behavioral Finance Series with Guest Jay Coulter [EP. 34]

Why does thinking about money come with such extreme emotions? How do fear and bias affect your ability to reach your financial goals? Jay Coulter...
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Smart Investing For: Invest in Your Future By Focusing on The Present
The Chase

Smart Investing For: Invest in Your Future By Focusing on The Present

On this episode of The Chase Chris McAlpin and Clint Sorenson discuss the four factors to observe and focus on in the present for future...
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Client Update: February 2022
Client Updates

Client Update: February 2022

You can manage the economy in your household with excellence. We are here to help you. You can set goals, review your plans, and take the needed...
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2022 Market Outlook with Guest Jay Coulter [EP. 32]
The Chase

2022 Market Outlook with Guest Jay Coulter [EP. 32]

Can investors predict the markets? What are the implications of trying to predict the markets? What do you think about the markets in...
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College Planning Strategies: Inspiring Greatness Class 101
The Chase

College Planning Strategies: Inspiring Greatness Class 101

What do you know about planning for college today? How can you help your child make the right decisions to prepare for their future? The costs...
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Client Update: December 2021
Client Updates

Client Update: December 2021

What are your financial goals for 2022? Your financial goals are our financial tasks. Most of the time, goals are reached with excellent planning and...
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Reflecting on the Past & Planning for the Future: 2021 Wrap-Up
The Chase

Reflecting on the Past & Planning for the Future: 2021 Wrap-Up

Was 2021 a good year for you? What have you experienced over the past year that you can learn from? What do you want to do in 2022? As the year...
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Find the Path That Ignites Your Purpose with Chris Kellum [EP. 29]
The Chase

Find the Path That Ignites Your Purpose with Chris Kellum [EP. 29]

How do we find our purpose in life? What does it take to reach a point of clarity that will guide you to that purpose? By overcoming hardships...
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Faith & Discipline: Navigating the Economic Unknown
The Chase

Faith & Discipline: Navigating the Economic Unknown

What is the debt ceiling, and what does that limit mean for the value of money and inflation? Is it something to fear when considering...
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Client Update: November 2021
Client Updates

Client Update: November 2021

Chris catches you up on where we've been, what we've been doing and seeing, and what we expect to see in the near future: A slowing economy...
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Choices That Make Us with Stan Buckley of But God Ministries
The Chase

Choices That Make Us with Stan Buckley of But God Ministries

What does it take to be an entrepreneur? How does God guide you on that path? What is Holy Discontent, and how can it push you to find your...
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Personal, Global & Trend Following Investing [EP. 26]
The Chase

Personal, Global & Trend Following Investing [EP. 26]

Chris McAlpin talks in detail with Clint Sorenson, Lead Investment Strategist at Sound Financial, about global investing, trend...
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Narrowing the Chase: Faith & Money, Part 2 [EP. 25]
The Chase

Narrowing the Chase: Faith & Money, Part 2 [EP. 25]

How does strategic, rules-based investing translate to faith-based investing? What does the Bible say about risk and reward? What is the relations...
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Narrowing the Chase: Faith & Money, Part 1 [EP. 24]
The Chase

Narrowing the Chase: Faith & Money, Part 1 [EP. 24]

Have you ever wondered what the Bible says about money? What passages in the Bible speak to investing? Can you budget or invest biblically? Join Chris...
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Money in The Bible: The Most Impactful Verses [EP. 23]
The Chase

Money in The Bible: The Most Impactful Verses [EP. 23]

Explore the intricate relationship between faith and finances in this insightful episode of The Chase. Discover the importance of aligning financial...
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Good vs. Bad Debt [EP. 22]
The Chase

Good vs. Bad Debt [EP. 22]

Discover the difference between good and bad debt from a worldly and biblical perspective. Learn how debt can align with biblical principles and...
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Marriage & Money Matters [EP. 21]
The Chase

Marriage & Money Matters [EP. 21]

Discover the intricate relationship between finances and marriage in this enlightening episode of The Chase. Learn how to overcome common pitfalls and...
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Financial Planning (Part 3) [ EP. 19]
The Chase

Financial Planning (Part 3) [ EP. 19]

Discover the significance of setting financial goals and the biblical perspective on managing finances. Align your strategies with biblical teachings...
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Financial Planning & the Pursuit of God (Part 2) [EP. 18]
The Chase

Financial Planning & the Pursuit of God (Part 2) [EP. 18]

Discover the profound impact of financial decisions on our lives in this episode of The Chase. Learn the importance of financial planning and the...
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Financial Planning & the Pursuit of God (Part 1) [EP. 17]
The Chase

Financial Planning & the Pursuit of God (Part 1) [EP. 17]

Discover the intricate relationship between finances, personal values, and biblical teachings in this episode of The Chase. Explore the dangers of...
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ESG Investments: For the Good [EP. 16]
The Chase

ESG Investments: For the Good [EP. 16]

Discover the biblical perspective on finances and stewarding assets with integrity in this enlightening episode of The Chase. Learn how to align your...
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Why Investing in Emerging Markets is Important [EP. 15]
The Chase

Why Investing in Emerging Markets is Important [EP. 15]

Discover the importance of investing in emerging markets and the potential risks and rewards they offer. Learn from biblical teachings on patience,...
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Your Essential Stock Trading Survival Guide [EP. 14]
The Chase

Your Essential Stock Trading Survival Guide [EP. 14]

Discover the key takeaways from this enlightening episode of The Chase, where Chris McAlpin explores ethical investing and aligning stock trading with...
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How Can I Make Money With ETF's? [EP. 13]
The Chase

How Can I Make Money With ETF's? [EP. 13]

Learn how to make money with ETFs by adopting the right mindset and investment strategies. Explore the importance of viewing money as a tool, embracing...
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Success With Money: Is It Worth It? [EP. 12]
The Chase

Success With Money: Is It Worth It? [EP. 12]

Ready to discover the profound concept of divine ownership and partnership with God in this enlightening episode of The Chase? Learn how to recognize...
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The Managing Partner [EP. 11]
The Chase

The Managing Partner [EP. 11]

Want to explore the profound concept of divine ownership and our partnership with God? In this enlightening episode of The Chase. Discover the power of...
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The Bridge [EP. 10]
The Chase

The Bridge [EP. 10]

Are you ready to discover the power of integrating faith into every aspect of life, including finances? In this episode, explore the concept of...
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Dragon's Gold [EP. 9]
The Chase

Dragon's Gold [EP. 9]

Ready to explore the concept of money and its impact on our lives? In this enlightening episode of The Chase with Chris McAlpin. Discover the dangers of...
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The Dash [EP. 8]
The Chase

The Dash [EP. 8]

Do you want to discover the powerful parallels between hunting and financial investing? In this enlightening episode of The Chase. Learn how...
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The Hunt [EP. 7]
The Chase

The Hunt [EP. 7]

Ready to discover the parallels between hunting and financial pursuits? In this enlightening episode of The Chase. Learn about the importance of...
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The Purpose of Wealth [EP. 6]
The Chase

The Purpose of Wealth [EP. 6]

Want to discover the true purpose of wealth from a biblical perspective? In this thought-provoking episode of The Chase. Learn how to enjoy, grow, and...
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New Year, New Plan [EP. 5]
The Chase

New Year, New Plan [EP. 5]

Interested in discovering the importance of financial planning from a biblical perspective? In this enlightening episode of The Chase. Learn how to set...
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Truths From The Christmas Story [EP. 4]
The Chase

Truths From The Christmas Story [EP. 4]

Ready to discover the profound truths embedded in the Christmas story? Watch as Chris McAlpin explores the significance of the wise men's gifts to...
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Generosity Is The Whole Point Of Overflow [EP. 3]
The Chase

Generosity Is The Whole Point Of Overflow [EP. 3]

Want to discover the profound biblical principle of generosity? In this episode of The Chase series. Learn how embracing a life of generosity reflects...
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The Bubble Burst [EP. 2]
The Chase

The Bubble Burst [EP. 2]

Ready to learn about the fascinating world of stock market bubbles? In this cautionary tale by Chris McAlpin. Discover the psychology behind these...
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What is the Chase and Why is it Important? [EP. 1]
The Chase

What is the Chase and Why is it Important? [EP. 1]

Want to discover the profound journey into biblical finances and financial investing? In the inaugural episode of The Chase series. Explore the...
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Purpose Partner Highlight – Delta Streets Academy - Open Date Classic
Blog

Purpose Partner Highlight – Delta Streets Academy - Open Date Classic

T Mac Howard, Head of School for DSA, dropped by the office this week for a visit. We had a chance to talk about what’s happening in Greenwood with the...
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TONIGHT - But God Ministries Annual Fundraiser
Blog

TONIGHT - But God Ministries Annual Fundraiser

But God Ministries, one of our Purpose Partners, will be hosting their annual fundraising event LIVE on Facebook on Thursday, July 30th at 7 pm...
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AT&T and CWA Agreement - 6/26/2020 UPDATE
Blog

AT&T and CWA Agreement - 6/26/2020 UPDATE

Last week we wrote an article regarding the recent voluntary severance package. When we wrote this, we intended to communicate the importance of this...
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AT&T and CWA Agreement
Blog

AT&T and CWA Agreement

Recently, AT&T and the CWA reached an agreement to surplus some job titles in this area. At first, this will be a voluntary surplus that allows for...
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AT&T employees in certain cities may have questions in their future
Blog

AT&T employees in certain cities may have questions in their future

There are some in the industry that believe AT&T may someday move to a model that limits employee operations to only 10 major urban areas. If that were...
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How the Modified Rule of 75 Impact Health Benefits for AT&T employees
Blog

How the Modified Rule of 75 Impact Health Benefits for AT&T employees

One of the largest factors for those planning to retire is how will they account for their health insurance. For AT&T employees this can be a little...
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How Do I Transition Away From AT&T?
Blog

How Do I Transition Away From AT&T?

The AT&T programs that have been designed to assist with turnover and transition are called “Surplus” and “SIPP”. Each program has unique benefits for...
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AT&T may be preparing for a workforce reduction…will you be ready?
Blog

AT&T may be preparing for a workforce reduction…will you be ready?

A few months ago we wrote about the SIPP offer extended to some employees, and our sources tell us the targeted number of employees did not...
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Financial Planning & the Pursuit of God, Part 4 [EP. 20]
The Chase

Financial Planning & the Pursuit of God, Part 4 [EP. 20]

Learn the importance of budgeting, prioritizing finances, and understanding good and bad debt in financial planning from a biblical perspective...
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