Faith Based Investing

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Sorting out Retirement Solutions for the Small Business Owner

Five retirement plans you may want to consider

Many times people come into my office looking for advice on how to appropriately plan their financial future. Asset location is often just as important as asset allocation. While asset allocation looks to spread your assets among many different assets classes, asset location helps you spread your assets among taxable, tax-deferred, and potentially tax-free accounts. Many who are employed by a corporation have retirement planning options at work, but what about the business owner? How do you choose the best location for your assets and that of your employees? Read More »

Your vision is extremely important for success. In order to properly manage wealth, you need to identify your core values and priorities.

This vision will direct and affect all areas of your life, including your finances. What motivates you becomes your burning passion. This burning passion drives your success. If your passion is lukewarm, so, too, will be your results. Read More »

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Big Profits, Lost Soul?

In the book of Mark, this question is posed: “What does it profit a man to gain the whole world, and forfeit his soul?” (8:36 nasb). Through the effort to find solutions to address the issues that go along with this question, faith-based investing was born. This movement seeks to align a person’s faith, moral beliefs, and ultimately God’s Word with the investment community. When one invests according to his or her faith, it seems like the logical and holy thing to do.  Yet many are quick to find reasons why faith-based investing isn’t right for them. Read More »

So where do you turn?

Rather than running from advisor to advisor, changing accounts from firm to firm, or seeking a savior, other than The Savior Jesus Christ, it starts with your education. You can’t expect someone else to bail you out of trouble.  It all starts with you!  You have the power to change your financial future if you are willing to put in the time, energy, and effort.

There is no one-size-fits-all solution. Truth being, there is no shortage of good ideas: Stocks, bonds, real estate, options trading, commodities, exchange-traded funds — there are dozens of ways to invest. Chances are, you’ve probably tried some or many of these options. How successful have they been? If those ideas made you rich, why are you reading this blog post? Read More »

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