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The Master’s Minute

Helpful Tools and Tips

Lifelong Disciplines

November 15, 2016 by Robert B. Miller

I enjoy listening to Andy Stanley, pastor of North Point Community Church in Alpharetta, Georgia. He shared the following principle in one of his messages: “There is a cumulative value to investing small amounts of time in certain activities over a long period.” This immediately resonated with me when I heard it. Think about how this principle is relevant in different areas of life. It’s true in the physical realm…. Read More

Filed Under: Blog, Personal Development

Uncertain Times Call For Perspective

November 8, 2016 by Garrison R. North

While you are reading this, tens of millions of Americans are voting on our leader for the next four years. It is the culmination of possibly the most polarizing presidential election in recent years. The two major party candidates have the two worst favorability scores of any presidential candidates in our history and political party polarization is at levels not seen since the turn of the 20th century. We have… Read More

Filed Under: Blog, Market + Industry

New Knees, New Relationships

November 1, 2016 by Deborah K. Lorah

Since my initial interview for a position with Master’s Advisors, there has been a purposeful focus on building relationships with our clients. It’s woven into who we are as a company. Though the years, I’ve witnessed advisors recall minute details of a client’s situation, financial plan or life circumstances. Truthfully, I’ve always been envious of such memory recall. However, I’ve come to the realization that, while memory recall is certainly… Read More

Filed Under: Blog, Client Service

Blog Series: The Master’s Difference

October 17, 2016 by Timothy S. Tyson

As we conclude our blog series, “The Master’s Difference,” today’s blog will focus on Master’s unique approach to creating a personalized financial plan. The primary reason for using the services of a financial planner is to get objective opinions and advice regarding your entire financial picture. Your financial planner should understand your personal goals and objectives, your values, and the things that are most important to you. A financial plan… Read More

Filed Under: Blog, Strategy

Michael Schwartz Receives CPFA Designation

October 13, 2016 by Master's Advisors

Master’s Advisors proudly announces that Michael Schwartz, MBA, CRC, CPFA, has earned the Certified Plan Fiduciary Advisor designation from the National Association of Plan Advisors (NAPA). From NAPA, “The Certified Plan Fiduciary Adviser (CPFA) credential – developed by some of the nation’s leading advisers and retirement plan experts – demonstrates your knowledge, expertise and commitment to working with retirement plans. Plan advisers who earn their CPFA demonstrate the expertise required… Read More

Filed Under: Master's News

Blog Series: The Master’s Difference

October 3, 2016 by Lyle E. Hershey

Driving a high performance car can be an exhilarating experience, but no matter how much fun you have driving a car, the basic purpose behind driving is to get from one place to another. Although the driving experience can vary greatly depending on the car, any functional car can get you where you want to go. In the same way that the purpose of driving a car is to physically… Read More

Filed Under: Blog, Market + Industry

Blog Series: The Master’s Difference

September 15, 2016 by Charles D. Keller

What do you think of when you hear the word firewall? If you are a “computer techie” or work in corporate IT, you’re probably thinking about keeping your computer or network safe. Those of you who work in commercial construction may be picturing a concrete wall that would delay a fire moving between adjoining buildings. Perhaps you’re a car guy like me. I’m picturing that important part of the car… Read More

Filed Under: Blog, Client Service

Garry North Receives CFP® Designation

September 7, 2016 by Garrison R. North

Master’s Advisors proudly announces that Garry North, CFP®, has earned the CERTIFIED FINANCIAL PLANNER™ designation from The Certified Financial Planner Board of Standards. After two years of study, he passed the CFP Final Exam in July. From the CFP Board, “The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP®… Read More

Filed Under: Master's News

Blog Series: The Master’s Difference

September 1, 2016 by Garrison R. North

Over the next four blogs, we will focus on what we call “The Master’s Difference.” We will discuss how our views differ from many others in our industry and what that means for you as a client of Master’s.This post will focus on how our method of developing your financial plan differs from the method used by many in our industry. The financial services industry’s origins trace back to two… Read More

Filed Under: Blog, Market + Industry

The Power & Privilege of Generosity

August 15, 2016 by Charles D. Keller

Recently, our oldest daughter Christie and I had a good conversation regarding the verses found in I Timothy 6:17-19. This passage from the Bible gives a clear call to generosity, in both attitude and action. As I thought more about that conversation, and those particular verses, I was impressed by both the power and the privilege of generosity. Let’s first look at the privilege component. This may be stating the… Read More

Filed Under: Blog, Faith Integration

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