Freedom, flexibility and family. These are the most common words we hear when we talk with our clients about the WHY behind their financial goals. We spend a lot of time talking about these WHYs because we believe that we need to know our clients’ core motivations before we establish financial goals and actions. By discovering the motivation behind the pursuit of your financial goals we can have more impactful… Read More
A Season of Gratitude
Our previous blog post, written by my associate Tim Tyson, encouraged all of us to approach the Christmas season with an attitude of generosity. Well, Christmas of 2018 has come and gone. I hope you were able to both practice and graciously receive generosity. As I reflect on this season, and the past year, my mind goes to another important attribute – gratitude! Gratitude comes from a heart that is… Read More
A Season of Generosity
Christmastime is a season of generosity, a season of focusing on others, rather than ourselves, giving generously to others and receiving the generosity of others. I was recently reminded of a story that is not a Christmas story but that nonetheless captures the heart of the Christmas season. Nabal was a very wealthy man who owned a large amount of livestock. Nabal’s servants were tending sheep in the wilderness near… Read More
Perspective As Our Reminder
Until recently, you may have found yourself feeling foolish when investing became the topic of conversation and you didn’t have significant positions in FAANG (Facebook, Apple, Amazon, Netflix, Google) stocks. These major companies seemed to rule the market news day after day, making huge announcements and seeing their stocks make enormous gains. In periods of extended growth and low volatility, such as we have had over the past few years,… Read More
Faulty Mindsets
The way we think has a powerful way of affecting our behavior and ultimately who we become. I’m going to highlight five faulty mindsets that can lead to a compromised financial future. I will make more money in the future, and then I’ll save. When you expect to be in a better financial situation in the future, you are tempted to take the emphasis off what you need to do… Read More
The Habit of Saving
When Warren Buffet spoke to students at Georgetown’s McDonough School of business back in 2013, he said that good habits might be more important than being smart. He then went on to stress the importance of establishing the habit of saving. Buffet has also been quoted as saying: “Don’t save what is left after spending; spend what is left after saving.” The easiest way to save is to put your… Read More
A Road Map For Success
I’m a strong believer in goal setting. The first recollection I have of being introduced to the idea of goal setting was at the end of my freshman year of high school. My high school soccer coach challenged each member of the soccer team to write down personal goals for the upcoming fall season as well as goals for our high school soccer career. I don’t remember specifically what I… Read More
Reflecting God’s Generous Heart
Recently, I listened to a short radio program from Chuck Bentley of Crown Financial Ministries. He was talking about the fact that the Bible describes God as generous and that creation reflects this generosity. The trees give off oxygen for us to breathe, the sun produces heat and light, clouds provide rain, and vegetation provides food. The list goes on. The way that God has created the world reflects his… Read More
Needing Each Other
When is the last time you went to the gym? Where are you taking your next family vacation? How much money do you hope to save next month? The questions you just read have made it much more likely that you will go to the gym, take a family vacation and save more money in the near future. For many of us, talking about money is not a conversation friends… Read More
It’s the Principle of the Thing
Principles trump feelings, especially in the area of investment decisions. When faced with an investment decision, we should always ask, “If I do this, will I be violating any proven principle?” In his book Investing for the Future, Larry Burkett relates a story about a man who had been retired from Sears for ten years. Over the years he had accumulated a significant amount of Sears stock, and that holding… Read More
