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Weekly News, Blogs And A Look Into Our Thoughts
Insights


Do You Know the Beta of Your Portfolio? Here’s Why It May Matter to Your Peace of Mind
Volatility is part of investing. Markets rise and fall, and individual investments may swing even more dramatically than the broader...
Jul 12 min read


Rolling Over with Purpose: Aligning Retirement Wealth with Your Faith
You’ve spent decades working, saving, and planning. Now the next chapter is coming into view. Whether you’re preparing to retire in the...
Jun 233 min read


From Concentration to Clarity — Diversifying Stock Holdings with Faith-Based Direct Indexing
When you’ve built up a large position in a single stock, it’s often a sign of success. Maybe you’ve worked at the same company for years...
Jun 232 min read


Giving More, Giving Wisely — Charitable Strategies for Maximum Kingdom Impact
Generosity is at the heart of the Christian life. But when you’ve been blessed with more than enough, giving may become both a joy and a...
Jun 232 min read


Christian Private Equity: Investing Beyond Returns
There may come a time when traditional investing no longer feels like enough. The numbers look good, the strategy is sound, but something is missing. For Christians who have been entrusted with significant resources, that “something” is often a deeper sense of purpose.
Jun 52 min read


Faith, Finance, and Stewardship: Aligning Wealth with Biblical Values
At Stonecrop Wealth Advisors, we believe that managing your finances is about more than just growing your wealth. It is about honoring God with the resources He has entrusted to you. Through a framework of faith-based investing, we aim to help clients align their financial decisions with their biblical values while also pursuing sound investment strategies and tax efficiency.
May 293 min read


Tax Planning Isn’t Just for April: Year-Round Strategies You Should Know
When most people hear “tax planning,” they think of the mad dash before April 15. But the smartest tax strategies aren’t made at the last...
May 92 min read


How to Talk to Your Kids About Money at Any Age: Teaching Financial Literacy from Toddlers to Teens
Talking to your kids about money may feel daunting, but it doesn’t have to be. Financial literacy is a life skill that’s best taught early and reinforced often. By breaking the conversation down into age-appropriate stages, you may give your children the confidence and tools they need to make smart financial decisions. Here's a multi-stage guide to help you start and grow that conversation over time.
May 92 min read


How Often Should You Review Your Financial Plan?
Your financial plan is not a "set it and forget it" document. It's a living, breathing roadmap that should evolve alongside your life....
May 72 min read
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