Insights

Inflation is one of the most commonly discussed topics in personal finance. But lately, you may have also heard more about deflation. At...

If someone had told you that the United States would launch airstrikes in the Middle East and, within hours, the stock market would rise,...

June 29, 2025 THE STOCK MARKET IS UNPREDICTABLE: On Monday morning, I was in an internal investment committee meeting. One of the CFAs...

You’ve spent decades working, saving, and planning. Now the next chapter is coming into view. Whether you’re preparing to retire in the...

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...

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...

There may come a time when traditional investing no longer feels like enough. The numbers look good, the strategy is sound, but something...

June 22, 2025 STOCK PRICES HOLD:   Investors were watching the Middle East all week as the market, during a holiday-shortened week, did...

Sam Stehr Client Relationship Associate In the client-focused world of financial planning, Sam Stehr plays a vital role by bringing...