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 [...]
Investment Management

Investment Management

We offer many different investment options to choose from for all our clients and work hard to tailor the most appropriate portfolio strategies for each individual situation. Unlike other firms, we don’t use the “one size fits all” approach with just a few choices. From setting up a savings account to planning for a child [...]
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, [...]
Frustrated with C.D. Rates?

Frustrated with C.D. Rates?

Every day I meet with someone across from my desk who’s frustrated with the low interest rates C.D.’s are paying today on their savings. They remember the good old days not that long ago of when you were rewarded for having savings with interest rates of 5%-6% and you could live on the interest made […]

Guaranteed Retirement Income For Life

Guaranteed Retirement Income For Life

It is estimated by many sources, that for the last few years approximately 10,000 Baby Boomers are retiring daily in our country. This is expected to continue for at least the next ten years.

How Are You Doing With The Little Things?

How Are You Doing With The Little Things?

There is a story I love where a country boy says to farmer, who has some of the most beautiful land and crops he’s ever seen, “Look how God has blessed you with such a wonderful crop and beautiful land.” The farmer replies, “Yes, the Lord has blessed me indeed, but you should have seen […]

10th Principle of Biblical Wealth Management – What is Biblical Wealth?

10th Principle of Biblical Wealth Management – What is Biblical Wealth?

Today’s blog is the last of the 10 Principles of Biblical Wealth Management that I started in March. Hopefully all of you have gotten a chance to read all the Principles of Biblical wealth management in this series.

4th Principle of Biblical Wealth Management: Diversify Using Biblical Principles for Investing

4th Principle of Biblical Wealth Management: Diversify Using Biblical Principles for Investing

I know a thing or two about investing. Next month will mark 29 years of professional investment experience for me. The most important thing I’ve learned in this profession is to always follow Biblical guidelines while investing. It prevents much stress and heartache. The scriptures I have mentioned above give us a clue into the […]

1st Principle of Biblical Wealth Management: Seek Biblical Financial and Investment Counsel

1st Principle of Biblical Wealth Management: Seek Biblical Financial and Investment Counsel

We’ve seen the commercial of the two babies on an airline in first class talking to each other across the aisle about their online trading techniques. It’s so easy a baby could do it. Or is it? This commercial tells you that you don’t need anybody’s help with your finances, that technologies allow you to […]

An Introduction to the Ten Principles of Biblical Wealth Management

An Introduction to the Ten Principles of Biblical Wealth Management

Our new workshop entitled “Managing God’s Wealth Wisely” is a workshop that teaches how to manage wealth from a Biblical worldview by utilizing all the resources God has entrusted today, and planning for wisely passing them to the next generations. For a Christian, all financial decisions should be spiritual decisions incorporated into your faith that […]