Category: Financial Planning

Protecting Your Wealth With Investment Management

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...
How Should I Allocate My Investment Portfolio?

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...
Do Geopolitical Events Impact My Investments?

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...
How To Invest During Times Of High Inflation

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...
Does Your Investment Philosophy Match Your Faith?

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...
3 Ways To Integrate Your Faith With Your Finances

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...
Align Your Money and Your Life with Values-Based Investing

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...
Top 5 Things to Know About Faith-Based Investing in Texas

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...
Biblically Responsible Investing and Your Retirement Savings

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...
How to Align Your Financial Plan with Your Faith

How to Align Your Financial Plan with Your Faith

Being religious or spiritual doesn’t mean that you also have to shun wealth and financial comfort. Faith-based investing, in fact, is just like any other...

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