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Weekly News, Blogs And A Look Into Our Thoughts
Insights


Why Consumer Sentiment Matters and What to Watch For
Markets often respond to facts: earnings reports, economic data, and policy decisions. But they also react to something harder to...
Jul 12 min read


Holding Too Much of One Stock? Why Faith-Based Direct Indexing May Be a Better Path Forward
If you’ve built your wealth through a corporate role, equity compensation, or an inheritance, you may hold a large percentage of your net...
Jul 12 min read


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
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