A Dad's Words Are Powerful

Dad's, this one is for you! You do so much for your families, and this...

When you think about the word “inheritance”, what comes to mind? If you are like most, then money...

Investment returns typically garner a lot of attention from individual investors. Should...

Outside of family, education is likely to have the largest impact on the outcome of an individual’s...

Bitcoin, the US Dollar, and sound...

How do I bless thee? Let me count the ways.

As a wealth management company, we often discuss how to...

In our series on transitions, we’ve been using the acrostic “SAIL” to define our process to help...

Spiritual capital describes the spiritual legacy we leave our children as it relates to Christian...

While the word “inheritance” makes tangible assets (like money and real estate) come to mind, it is...

We are at our best when we are in healthy relationship with one another. Practically speaking, our...

If your money was taken from you today, what else would you give to the next generation?

When...

Almost every decision we make in life has a capital component to it. In other words, there is an...

Money is powerful. Many blindly allow it to rule over our lives. Although it is not the source of...

Do you think of yourself as a steward or an owner?

For a long time, I thought I was in charge. I...

Financial education is important and it’s never too early to teach kids about money. Money...

Do you plan to leave an inheritance to your kids?

A 2015 report by US News found that Baby Boomers...

I have the privilege of interviewing families to capture their money story, a blessing to their...

In The Three Mega-Trends in Wealth Management, I made the case that three important things need to...

We are obsessed with culture: how to create it, sustain it, and multiply it . But culture isn’t...

Welcome to day two of our Financial Basics information

Today, we are taking on a subject that is...

Welcome to an opportunity to bond with your children and to teach them some valuable lessons they...

RE-TIRE

A 75 year-old client gave a keynote speech recently claiming that the last 10 years have...

I recently went on a wine tour that included a tasting from a winery called “7 Generations”. Their...

One of the most common questions we get asked as advisors is, “How do I not ruin my kids with...

Have you wondered how much money is appropriate to give to your kids?

I had the opportunity to...

In 1984, a young kid named Daniel moved to California and quickly became the target of a group of...

King David’s son, Solomon, stewarded abundant wealth with great wisdom. But what of David’s...

Remember David, the kid who killed Goliath, the giant? He started as a shepherd boy and went on to...

Could something as simple as sharing family stories around the dinner table or while on vacation...

Inheriting wealth, big or small, is an uncomfortable topic. For some, it provides security...

When it comes to savvy investing, many people think about Michael Burry profiting 489% returns off...

In my last blog post, I highlighted the reality of relational risks (the “Why?” behind your...

When you purchased or built your home, what did you consider? Certainly the price, probably the...

Our clients often ask us for advice on helping educate the next generation about investing...