The Fearless Advisor
Do I tithe on the profit from a large transaction?
To tithe, you are showing gratitude over greed. Watch this video to learn how tithing brings blessings and deepens your relationship with God.
Read MoreWhat is the value of a financial planner?
Here are 5 perspectives on how financial planners add value: retirement planning, investments, tax and estate planning, risk mitigation, and the relief of delegating!
Read MoreDo you have the time? (For long-term investments!)
It takes time for your long-term investments to reach fruition. Do you have the patience? If so, read on to learn how time is your friend!
Read MoreThe Value of Discipline
Today we explore the challenges of living a life with discipline—and offer encouragement, 4 tactics, and a long-range perspective.
Read MoreInsights from Who Not How
Today we share several key insights from Who Not How: The Formula to Achieve Bigger Goals Through Accelerated Teamwork.
Read MoreInvesting Your Young Children’s Money – Here’s How
Here are the best options for investing your children’s money—and a few strategies for empowering older kids and teens to make wise choices.
Read MoreThe Basics of Personal Financial Planning
How do you best allocate your limited financial resources among unlimited alternatives? Things quickly get complex, so here’s where to simplify!
Read MoreBoundaries in Life and Finance
Today the Fearless Advisor discusses how to set boundaries in health & finance—along with root causes for why you may be living boundaryless!
Read MoreIs Volatility Good or Bad?
Volatility is “a tendency to change quickly and unpredictably.” The stock market can indeed swing greatly. Tune in to hear what you SHOULD be chasing!
Read MoreWhat is Financial Freedom?
Our firm’s mission is to “inspire and equip our clients to enjoy a life of significance and financial freedom,” and today I share what financial freedom really is.
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