What is a Faith-Based Donor-Advised Fund?
What if you could give generously to your favorite ministries and charities, pay less taxes, and do it all from...
Read More
O’Reilly: A Shining Light Company
By Colin Craig, MBA, CSRIC® It really is a gut-wrenching feeling when your car breaks down. For those of us...
Read More
Caution – WhatsApp Investing Scam!
A new financial scam has emerged in recent months with scammers fraudulently impersonating actual financial advisors on WhatsApp. These impersonators...
Read More
Ill-gotten Gain from Your Portfolio
Would you lie in wait to ambush an innocent and unsuspecting person, intent on harming and robbing them? I hope...
Read More
Already gave up on your New Year resolutions? Try these!
Have you given up on your New Years resolutions already? Good intentions sometimes lead to biting off more than you...
Read More
December 2024 Market Commentary
Our first market commentary of 2025! Hillary Sunderland and Cassie Laymon discuss the economic and market performance in 2024 and...
Read More
The Best Christmas Present Ever
Can you remember the best Christmas gift you ever received? Maybe it was a special toy, THE toy of the...
Read More
Four Retirement Plan Changes Taking Effect January 1st
More retirement plan changes are set to take effect on January 1, 2025. The SECURE Act 2.0 was signed into...
Read More
Happy Thanksgiving!
We are so thankful for God’s many blessings, including you! It is such an honor and pleasure serving you. We’re...
Read More