Planning for a Business Exit: How to Maximize Value, Gain Clarity, and Exit on Your Terms
Many business owners see their company as much more than a source of income. It represents years of sacrifice, hard work, risk, and perseverance. It’s typically the largest asset they own, and their primary source of financial security for the future. Despite its importance, many business owners spend far more time planning for and enjoying […]
What to Do When You Inherit Money: First and Next Steps to Avoid Costly Mistakes
Losing a loved one is never easy, but when you’re also navigating grief, family dynamics, and funeral arrangements, it can be hard to get your bearings, let alone think strategically about an inheritance. Whether you’ve inherited cash, investments, real estate, a business interest, or an IRA, it’s natural to feel overwhelmed about the decisions ahead. […]
A Simple Guide to Faith-Based Investing
For many Christians, values of faith, generosity, and stewardship guide many everyday decisions, from choosing how to spend time and money, to how we serve our communities. When people think about investing money to support “Christian” work, the first thing that likely comes to mind is donating to their church or a ministry they care […]
Market Insights
Investments: Iran; Warsh Holds Steady This past week, the U.S. and Iran met to conclude the conflict and bring about restoring peace in the Middle East. The war, beginning in early March, ultimately lasted roughly three and a half months. The peace agreement was signed last Wednesday between President Trump and his Iranian counterpart. The […]
Market Insights
Investments: All About the IPOs Initial Public Offerings, or IPOs, are not a new concept. In layman’s terms, an IPO is when a private company makes the transition to a public company by selling shares of its stock to the public for the first time. Hence the term, initial public offering. The number of IPOs […]
RMDs, QCDs, and Generosity: How to give wisely without derailing your plan
There’s an important mental shift that often happens as retirement approaches. They’ve spent years accumulating, but now they’re wondering: “How do I steward this into my spending years?” This new perspective often carries an element of relief, but it can also bring up new questions like: Will we have enough?Can we give more freely?How do […]
Market Insights
Investments: Bond Vigilantes With June right around the corner, we are now going on three months of conflict in the Middle East between the U.S. and Iran. This has come with a dramatic increase in oil prices, hovering in the high $90s and low $100s since early March. It was originally estimated that a prolonged […]
Market Insights
Investments: “Miraculous Turnaround” As of March 31st of this year, almost a month and a half ago, the S&P 500 was down almost 5% for the year. The war in Iran was in a deadly gridlock, missiles were raining down throughout the Middle East, and traffic in the Strait of Hormuz significantly reduced. Fast forward […]
Why Understanding Market Uncertainty Matters
Market uncertainty is a natural part of investing and often triggers anxiety or rushed choices. Recognizing that volatility is normal helps you keep a long-term investment plan aligned with your goals. This piece explains why markets move, how emotions shape investor behavior, and why staying invested supports lasting financial calm. We’ll also touch on how […]
How to Become Retirement Ready
As retirement moves into closer view, people tend to ask the same question: “Will I have enough?” It’s an honest question. It reflects years of work, responsibility, planning, and sometimes uncertainty. But retirement readiness is about much more than reaching a certain portfolio value. The bigger picture includes: Financial clarity Confidence in your income plan […]