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 [...]
Personal Financial Planning

Personal Financial Planning

Financial planning is a key part of wealth management and one of the services offered to our investment clients as a benefit of doing business with us. For those who do not have investment accounts with us, our financial planning services are offered for an hourly rate. We have a list of 20 Financial Planning [...]
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.

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 […]

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.