After stocks posted a strong performance in 2021, the Wall Street experts warned investors to temper their expectations. The rosiest predictions had stocks posting only an average return around 7-9%. Surprisingly two firms actually predicted stocks would fall a bit. All firms were worried about the
Back in May, Cody and I wrote a blog about the potential decision to overturn Roe vs. Wade. The goal of the blog wasn't to share our opinion on the matter. Instead, we wanted to focus on the facts behind the decision and what it would mean for the country.
One of the things we strive for in our more-connected-than-ever world is, well, finding connections. We are all different in so many ways, but despite all of our differences there will always be things that we find similar that we can relate to people with. These connections allow us to
Each summer I like to take some time away from the day-to-day operations/noise to focus on bigger picture projects, research, and professional development. It's a time to work through my reading list, catch-up on the latest updates from the CFA Institute, and most importantly refresh my brain. Given that
When we started offering our Biblically Responsible Investment (BRI) options, the biggest questions centered around performance. Will I have to sacrifice performance if I switch to a BRI portfolio? Seeking better performance was never our reason behind getting into BRI; however, we do know it is a big obstacle for
