February Commentary on Recent Events

February Commentary on Recent Events

There is so much uncertainty today… The Coronavirus continues The new administration’s agenda and Biden’s numerous executive orders Continued massive borrowing of money to overcome the impact of the Coronavirus and how could this ultimately create high inflation and higher interest rates And then last week, out of nowhere, Reddit users manipulated the price of […]

Secular and Biblical Counsel

Secular and Biblical Counsel

We’ve included a section from Bob’s Bible study, “Biblical Viewpoints of Money and Wealth”, on secular and biblical counsel. We encourage you to take a look, get out your Bible, and fill out the questions below! Plans fail for lack of counsel, but with many advisers they succeed. PROVERBS 15:22 What does Proverbs 15:22 say [...]
The Cycle Of Market Emotions

The Cycle Of Market Emotions

“The Cycle Of Market Emotions” is a chart we share during times of heightened volatility as a great reminder that the performance of the markets is cyclical, and emotions tend to be cyclical with it. We hear people say, “I’ve lost X amount!” when their account’s performance is down. However, it’s so important to remember [...]
Our Wealth Management Processes

Our Wealth Management Processes

The earth is the Lord’s, and everything in it, the world, and all who live in it. Psalm 24:1 (NIV) WHO WE ARE We are a values based and fiduciary driven firm offering financial planning & advice, retirement planning, and investment management. We use a comprehensive team approach consisting of Registered Investment Advisors and financial [...]
It’s In There

It’s In There

By Mary Jo Lyons, CFP® A friend recently asked me “exactly how does the Bible address financial planning and investment management principles?” I provided a short summary of the principles below but my response was not as polished as it should have been. I vowed to be able to answer this in a more thoughtful [...]