December Review – Bitcoin and stock speculation
Monthly Update – January 2025
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What Types of Financial Resources are Available for my Child in College?
Preparing your child for college is a big step for the entire family. Parents are likely to feel pangs of apprehension about having an “empty nest” for the first time.
5 Tips to Prepare Your Teen to be Financially Responsible As a College Student
As your teen prepares to go off to college for the first time, there are many things they’ll need to learn before they go.
Are You On Track to Retire?
Retirement is the biggest financial responsibility most people will face in a lifetime.
Why You Need a Financial Advisor | Estate Planning
It’s estimated that only 17% of Americans work with a financial advisor to manage their affairs.
When Should You Update Your Estate Plan?
An estate plan is arguably one of the most critical aspects of your overall financial strategy.
Tax Season is Over: What Documents to Save and What to Throw Away
Tax season can be a stressful time, but once it’s over, you’re left with a mountain of paperwork.
What Makes a Good Investment? Building a Values-Aligned Portfolio
What makes a good investment? Making a profit on a particular stock? Good. Getting rid of an investment that was projected to double in the next five years? Not good. But when it comes to the principles that guide values-aligned investing, there are deeper things to consider.
What Does the Bible Say About Retirement? How to Live Well and Finish Well
Most people look forward to retirement in their later life. It’s a rewarding feeling when the fruit of your labor becomes apparent, and retirement is within reach. However, as Christians, we want to continue God’s work, even if it is not through our vocation. We can give back to family, the church, or the community, but what should our retirement really look like as a believer?
What Does the Bible Say About Taxes?
Most people would not consider paying taxes one of the more fulfilling things this life offers. Some people may go so far as to call the tax system unfair.
Past performance may not be representative of future results. All investments are subject to loss. Forecasts regarding the market or economy are subject to a wide range of possible outcomes. The views presented in this market update may prove to be inaccurate for a variety of factors. These views are as of the date listed above and are subject to change based on changes in fundamental economic or market-related data. Please contact your Financial Advisor in order to complete an updated risk assessment to ensure that your investment allocation is appropriate.