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 […]

Do you need a Wealth-Inheritance-Legacy Plan?

Do you need a Wealth-Inheritance-Legacy Plan?

As you get closer to the finish line of life, it’s important to start thinking about your wealth distribution in three different ways.

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.

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 […]