Athena’s Tips and Tidbits

Athena’s Tips and Tidbits

BRI Lab Report I know most of you may think BRI stands for “Barking Really Impressively” (I sure did before the humans sat me down and trained me on Biblically Responsible Investing, also known as BRI). In a tailwag, it allows Christians to invest their money according to their beliefs. This means that Christian financial [...]
Biblically Responsible Investing – Just Like Voting

Biblically Responsible Investing – Just Like Voting

The elections are upon us. It's hard to turn on a t.v., radio or look at anything on the internet without hearing opinions of which party, the democrats or republicans, are going to do a better job of running the country. One side is about the government knowing what is best for all of us, [...]
Do You Need A Trusted Financial Advisor?

Do You Need A Trusted Financial Advisor?

We All Have Different Gifts God gives all of us different gifts and strengths to help one another. Some of us are teachers, doctors, nurses, carpenters or mechanics. Others are architects, artists, entertainers, pastors, engineers or protectors (police, fire, military). While others are veterinarians, managers, leaders and everything in between. And let’s not forget about […]

The Myth of Advisor Diversification

The Myth of Advisor Diversification

Almost weekly I speak with someone who believes diversification means using multiple financial advisory service firms to get a diversified portfolio. Upon further examination, I find that more often than not the exact opposite of this assumption is true. Let me explain.

Biblical Viewpoints with Bob – The Owner’s View and The Manager’s View

Biblical Viewpoints with Bob – The Owner’s View and The Manager’s View

Real estate, cars, bank accounts, savings, investments, businesses, mineral rights (oil and gas, water), food, shelter, clothing, smart phones, electronics, computers, jewelry, art, collectibles, people/children that have been entrusted to our care, spouse, employees, animals, environment and the whole earth…

Biblical Viewpoints with Bob – Biblical Vs. Secular Viewpoint

Biblical Viewpoints with Bob – Biblical Vs. Secular Viewpoint

After prayer and asking God to reveal His word, read the following passages one at a time and pull out the words and phrases from each verse that either describes a Christian or secular believer’s viewpoint. In many passages just write the opposite meaning of the word. Example: life/death, faithfulness/adultery, giving/selfishness. From the passages below […]

Creatived Giving – PART 6 – The Donor Advised Fund Continued

Creatived Giving – PART 6 – The Donor Advised Fund Continued

THE DONOR ADVISED FUND Last week I introduced a tool for leaving a financial legacy called a donor advised fund. I also shared three scenarios where a solution for leaving a financial legacy was needed. In all three of these scenarios, a donor advised fund may be used to more efficiently accomplish short and long […]

Creative Giving – PART 3 – The How

Creative Giving – PART 3 – The How

The last few weeks we have discussed “why” we give, which I hope has challenged you both spiritually and emotionally. In Acts 20:35 Jesus is quoted as saying “it is more blessed to give than to receive”. God did not put us here just to take and consume. Giving leads to a victorious, abundant life […]