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Intrinsic Value vs. Market Value – What Do They Mean?

The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...

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Intrinsic Value vs. Market Value – What Do They Mean?

All About ESOPs (Employee Stock Ownership Plan)

What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...

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All About ESOPs (Employee Stock Ownership Plan)

College Planning Monthly Update: November 2023

When Should I File the FAFSA? As you may already be aware, the Free Application for Federal Student Aid (FAFSA) is not yet open and won't...

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College Planning Monthly Update: November 2023

Financial Planning & The Bible: Retire to Something - Not from Something

I recently stumbled upon a stat that got me thinking. It said, "that people who work longer are living longer". We've all heard the...

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Financial Planning & The Bible: Retire to Something - Not from Something

Giving: God, Gospel & Generosity

I'm going through the Certified Kingdom Advisor material right now. It's great - thought-provoking, Gospel-centered, and it's challenging...

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Giving: God, Gospel & Generosity

Time in the Market vs. Timing the Market

Timing the market refers to moving funds in or out of a financial market based on predictive methods. Active investors, who day trade and...

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Time in the Market vs. Timing the Market

Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers

The National Bureau of Labor Statistics did a study in August 2021 looking at the number of jobs that people born between 1957 and 1964,...

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Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers

Monthly College Planning Update: September 2023

There is a new sheriff in town, and a whole new supporting cast of characters. I'm kidding of course, but there is a new FAFSA coming...

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Monthly College Planning Update: September 2023

Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals

Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...

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Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals

Why Bonds Are Still Essential for the Retirees Portfolio

My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...

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Why Bonds Are Still Essential for the Retirees Portfolio

Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees

You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...

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Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees

What Fitch's U.S. Debt Downgrade Means for Investors

Am I getting old when I can boldly say, "Been there, done that!" That's what I felt like this week when on August 1st, Fitch, a credit...

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What Fitch's U.S. Debt Downgrade Means for Investors

Dave Ramsey

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