2023 Important Dates, BIG Retirement Plan Changes

Happy 2023! We are so excited to start this New Year and celebrate our 40th…


Inflation, Interest Rates, Recession?

“For unto you is born this day in the city of David a Savior, who is Christ the…


FTX: Classic "Bank Run"

“Give thanks in all circumstances; for this is the will of God in Christ Jesus…


Clouds of Uncertainty

“Every decade or so, dark clouds will fill the economic skies, and they will…


Housing Realities

The current market environment, specifically the last few weeks, has been some…


Valuations Matter

We were recently fortunate enough to get to enjoy an annual conference held by…


The Rhythm of History

Reminder-Withdrawal Requests Just a reminder regarding withdrawal requests from…


The Ripple Economy

July 4th Holiday Hours On Monday, July 4th, the US financial markets will be…


Value Found in Growth

Memorial Day Holiday The US financial markets will be closed Monday, May 30th…


Overweighting Tech Has Begun

PROXY Statements Many of you have recently received Proxy statements/documents…