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Protecting Your Wealth With Investment Management
How significant is your wealth to you and your family, and why is it so valued? Most often, the reason for obtaining wealth over time...
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How Should I Allocate My Investment Portfolio?
Earning a lot of money is not the key to prosperity. How you handle it is. — Dave Ramsey The everchanging bear and bull markets...
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What To Look For In An Investment Manager In San Antonio TX
Chances are, you live by specific standards and have particular beliefs. To honor your truths and abide by your code of ethics, you deserve to...
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Do Geopolitical Events Impact My Investments?
Investors are asking if there is a link between financial market performance and current geopolitical events. The worry is that the overseas crisis might significantly...
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How To Invest During Times Of High Inflation
Did you know that famous art is considered a hedge against inflation and used by wealthy investors for centuries? It’s a fun fact to know...
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Does Your Investment Philosophy Match Your Faith?
Does your investment philosophy match your faith? Biblically responsible investing seeks to align all investment decisions on your core beliefs. Finding a faith-based financial advisor...
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3 Ways To Integrate Your Faith With Your Finances
People with strong religious and spiritual faith may be wondering if their beliefs can integrate with their finances. It can! A CERTIFIED FINANCIAL PLANNER™ Professional...
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Align Your Money and Your Life with Values-Based Investing
We’ve been talking a lot lately about different types of themed investing, like faith-based investing and *Biblically responsible investing. Now let’s explore how values-based investing...
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Top 5 Things to Know About Faith-Based Investing in Texas
You probably already shop, vote, travel, gift, and offer charity while staying in alignment with your values. But did you also know that you can...
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Biblically Responsible Investing and Your Retirement Savings
The Good Book is regarded as the ultimate life guide, which you may have been raised reading or referencing. Maybe you recall your favorite teachings...
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Three Factors To Consider When Choosing Florida Or Texas As Your Home
*Originally published January 26th, 2022 on Forbes Finance Council As I observe the massive demographic shift from other states down south, I often dialogue about...
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Growing Your Wealth with the Right Mindset and the Right Financial Advisor
It’s not just about how much money you have or don’t have, as it turns out. It’s actually more about your mindset about money: If...
