Tag: biblically responsible investing
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Transitioning to the Next Chapter in Your 50s and 60s: A Financial Guide for San Antonio’s Faith-Based Community
As you enter your 50s and 60s, retirement planning takes center stage. For San Antonio’s faith-based community, reflecting on financial goals and connecting them with...
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Is Core-Satellite Investing Right For You?
Asset allocation has been proven to be one of the key determinants of portfolio performance. One of the potential methods of asset allocation is known...
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Wealth Management with Morals: The San Antonio BRI Movement
Given today’s news headlines, more people are looking for ways to impact their communities positively, and Biblically Responsible Investing (BRI) is one way to pursue...
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From Principles to Practice: A Comprehensive Guide to BRI Financial Planning
In the heart of San Antonio, where traditions run deep and values are held high, a unique form of financial planning is gaining popularity. The...
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Navigating Your Way: Choosing a CFP® in San Antonio with BRI Expertise
Like any journey, our financial travels should lead us to financial security and align with our core values and beliefs. As a high-income earner or...
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BRI Financial Planning Tips from a San Antonio Financial Advisor
If you are like most people, you spend time each month looking at your financial statements, but how often do you consider the impact of...
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Biblically Responsible Investing: Merging Faith and Finances
The intersection of faith and finance isn’t just a topic for sermons on Sunday; More and more individuals and couples are seeking ways to ensure...
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Why BRI Matters: Insights from a Leading San Antonio Financial Advisor
Given the turmoil in today’s world, many of us are looking for ways we can make a meaningful difference, not only in our personal lives...
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How to Find a CFP® Who Practices BRI Principles: A Step-by-Step Guide
Navigating the intricate world of financial planning can be daunting, especially when seeking professionals who align with your faith and values. Many individuals and families...
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Can Strategic Financial Planning in San Antonio Help Lower Your Taxes?
As a high-income earning entrepreneur, professional, business owner, or executive, you’ve worked hard to accumulate significant wealth over the years. While this accomplishment brings great...
