Tag Archive for: Blogs

“Wisdom for Wealth. For Life.” Episode 46: Viewing Singleness Through the Gospel
In a culture that often views singleness as a temporary…

“Wisdom for Wealth. For Life.” Episode 45: Financial Planning Tips for Singles
Many adults are staying single longer than ever before.…

Accumulating Experiences & Passing On Values
Written by David Campaigne, Sr. Partner and Sr. Private Wealth…

AI Is Everywhere—But Is It in Your Portfolio?
/
0 Comments
Many investors are eager to capitalize on the ongoing boom in…

Helping Kids Grow in Financial Wisdom This School Year
As the school year gets started, it may be hard to imagine adding…

Beyond the 9-to-5: Finding a Higher Purpose in Your Work
Musicians love to write songs about work. Tennessee Ernie Ford…

“Wisdom for Wealth. For Life.” Episode 44: How to Know Where to Give
For many families, the question isn’t whether to give—it’s…

Decoding the One Big Beautiful Bill: What the New Tax Law Means for You
With President Trump signing the One Big Beautiful Bill Act (OBBBA)…

False Prophets of Profit: How to Spot Modern Investment Schemes
Advancements in technology have significantly enhanced investment…

Lessons on Stewardship from America’s Founding Fathers
When we reflect on America’s founders, we naturally think of…

Wealth Paradox: Money and Happiness
The world will tell you that "money can't buy happiness," but…

One Big Beautiful Bill: The Latest on Trump’s Flagship Legislation
In May, the House of Representatives narrowly passed the “One…

Giving to the Grandchildren
This content was taken from Your Life…Well Spent by Russ Crosson,…

More Than a Provider: A Father’s Call to Financial Faithfulness
Fatherhood comes with many responsibilities—but perhaps none…

Raising Generous Kids: 5 Summer Activities that Encourage Selflessness
Summer is a time for sunshine, swimming pools, and ice cream—it’s…

Honoring Our Fallen Heroes
In celebrating Memorial Day, we like to pause each year to remember…

Stewardship and Student Loans: Wisdom for Managing College Debt
If you’re paying down student loans, it may be comforting to…

Is the U.S. Headed Toward Recession?
Entering 2025, the U.S. economy and market optimism were running…

Mothers: The Legacy of Our Lives
Written by David Campaigne, Sr. Partner and Sr. Private Wealth…

Lost Money, Found: How to Reclaim Your Unclaimed Assets
Did you know about one in every seven people in the U.S. has…

Even the Winds and Sea Obey Him: An Encouragement in Stormy Markets
Written by Michael Cranford, Partner and Sr. Private Wealth Advisor…

Simple is Good!
Written by Erik Daniels, Sr. Partner and Executive Vice President
A…

Where Will the Market Go from Here?
This story is continuing to develop. After this piece was written…

Could Financial Lies be Keeping You from Discovering True Riches?
Lies. They come in all shapes and sizes–from “little white…