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June 2021: 2nd Quarter Stock Market Commentary
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Is Your Spouse Prepared to Take Over the Family Finances?
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Our Process for Stock Market Commentary
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Being on the Right Side of History
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Digital Asset Management: The Rise of Bitcoin and Other Digital Assets
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May 2021 Stock Market Commentary
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Decision-Making: Define Your Hierarchy of Needs
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Don't Let Emotions Drive Your Investment Strategy
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April 2021 Stock Market Commentary
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Proposed Biden Tax Hike
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2021 First Quarter Stock Market Commentary
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Generational Wealth Begins With Education And Financial Literacy
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Concerned About Inflation? Learn How Diversification Acts as a Hedge
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February 2021 Stock Market Commentary
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Bitcoin, the Bible, Sound Money and How Values Can Direct Your Capital
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Pursue Purpose. Gain Independence. Break Away from the Wirehouse.
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January 2021 Stock Market Commentary
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Thriving Family Principle: Evidence Not Opinion
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Culture + Value = Mission
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2020 Year-End Commentary
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A New Year, A New Market
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Revealing the #1 Seductive Lie About Money
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Stewarding Your Wealth
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Thriving Family Principle: Estate Planning and Disinheriting the IRS
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November 2020 Stock Market Commentary
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Thriving Family Principle: Shape Lives by Delivering Blessings
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Be Inspired By Giving
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October 2020 Stock Market Commentary
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Presidential Elections: What Impact Do They Have on Your Portfolio?
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Tax Break for Charitable Donations in CARES Act
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If You Want Championships, Focus on the Basics
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2020 Third Quarter Stock Market Commentary
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Navigate to New Heights by Launching Into Action
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Slow Down to Navigate Transition Periods with Confidence and Control
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Assess the Situation to Gain Perspective When Navigating Transitions
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Identify the Required Resources for Navigating Transitions
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Navigate Life's Transitions Succesfully and with Confidence
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You Can Pay For It, But Can You Afford It?
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Do You Have Time to Understand What Your Use of Money is Telling You?
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The 5 Uses of Money and Purposeful Income Allocation
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August 2020 Stock Market Commentary
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On the Radio: An Interview with Jeff Thomas
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Spiritual Capital: How Big is Your Capital Investment?
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Money: It’s a Medium of Exchange or a Tool. Nothing More, Nothing Less
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Character Capital: What Traits Do You Want to Hand Down?
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Relational Capital: The Importance of Relationships in Life & Success
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Thriving Family Principle: Have a Written Plan
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Intellectual Capital: Wisdom & Lessons Learned Are What Drives Wealth
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Financial Capital: A Resource That Fuels More Than Your Investments
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How the Presidential Race may Impact Equity Markets
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