Blog

November 2025 proved to be one of those months that looked calm on the surface but had plenty of undercurrents worth paying attention to. If you're like many of our clients, you probably noticed your statements and wondered what all the market chatter really meant for your long-term financial goals. As your fiduciary asset managers, we want to walk you through what actually happened last month and share some thoughts on what factors might shape the remainder of 2025. Remember

As fiduciary asset managers[6], we understand that choosing the right financial planning approach for your family is one of the most significant decisions you'll make. The question isn't simply about which methodology generates better returns, it's about finding an approach that aligns with your deepest values while effectively securing your family's financial future. The fundamental difference between faith-based financial planning and t raditional wealth management lies not

Retirement planning can feel overwhelming, especially when you're trying to align your financial decisions with your faith. As Christians, we're called to be good stewards of the resources God has entrusted to us, yet many believers unknowingly make critical mistakes that could jeopardize their financial security in their golden years. Research shows that even well-intentioned Christians often fall into common retirement planning traps that can significantly impact their abil

Navigating the complexities of financial management can be challenging, especially when we seek to align our monetary decisions with our spiritual values. Faith-driven financial strategies offer a meaningful approach to managing resources, ensuring that our financial goals reflect our beliefs and commitments. By integrating faith principles with practical financial planning, we can cultivate stability, generosity, and stewardship in our lives. Embracing Faith-Driven Financial

As November arrives and Thanksgiving draws near, many Christian families find themselves at a crossroads. The desire to celebrate God's blessings and show gratitude often collides with financial reality, rising grocery costs, travel expenses, and the pressure to give generously during the holiday season. If you're feeling this tension, you're not alone. The good news? Biblical stewardship offers a beautiful framework for navigating Thanksgiving with both financial wisdom and

Losing your husband is one of life's most profound challenges. Suddenly, you may find yourself responsible for financial decisions that you once shared or that he managed entirely. This can feel overwhelming. Please know that what you're feeling is completely normal. You don't have to figure everything out at once. This guide will walk you through essential financial steps, helping you move forward with wisdom and confidence during this difficult transition. Your First 30 Day

Here's a sobering truth that might surprise you: Most Christians approaching retirement are about to make a Social Security decision that could cost them tens of thousands of dollars, or more, over their lifetime. And the window to get it right is rapidly closing. If you're between 60-70 years old and haven't started drawing Social Security yet, you're sitting at one of the most critical financial crossroads of your life. The choices you make in the next few years about when

Recently, things have felt like a wake-up call for many investors. AI stocks, which had been riding high on promises of revolutionary transformation, suddenly found themselves in a tailspin. The catalyst? Growing fears that the tech sector might not receive the bailout support many had quietly assumed would always be there, combined with mounting concerns that current valuations have simply run too far ahead of reality. If you're feeling whiplash from watching your AI-heavy p

You've worked hard to build your retirement savings, faithfully contributing to your 401(k) year after year. But have you ever wondered where that money is actually going? For many Christian investors, the uncomfortable reality is that their retirement funds may be supporting companies whose practices directly contradict their biblical values. This isn't about being overly restrictive or judgmental, it's about stewardship. As followers of Christ, we're called to be faithful s