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“Wisdom for Wealth. For Life.” Episode 42: Faithful Investing
Scripture tells us God owns everything: “The earth…
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The Price of Protectionism
Less than a month into President Trump’s four-year term, there’s…
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Aligning Your Portfolio With Your Convictions
Investors are making their voices heard like never before. The…
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What Trump’s Win Means for the Economy and Markets
In a surprisingly decisive victory, Trump has reclaimed the White…
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Stocks, Bonds, Bears, and Bulls — Oh My!
Written by Senior Financial Planner Mary Helen Klingen
Funny…
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Portfolio Impact of Fed Rate Cuts
On September 18, the Federal Reserve (the Fed) lowered the federal…
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Labor Pains: The “Sahm” Before the Storm?
On July 31, Jay Powell, Chair of the Federal Reserve (Fed), characterized…
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Three Men, Three Lessons, 300 Years
Over the last six months, the finance and investment world has…
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The World Investable Portfolio
Innovation and productivity―both stalwart cornerstones of civilization―are…
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Can a Charitable Distribution Help You Meet Your IRA Required Distribution?
Do you enjoy charitable giving? Do you have an IRA (Individual…
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Spot Bitcoin ETFs: Understanding what they are and their investment implications
Bitcoin, the world’s most popular cryptocurrency by market…
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Economic & Market Insights: Reflecting on 2023 and Looking Forward to 2024
A Resilient Economy
At the beginning of last year, most economists…
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What is the Value of Five Golden Rings?
In the beloved Christmas carol, “The 12 Days of Christmas,”…