Fall 2025 Compass Magazine
Our Fall 2025 Compass magazine focuses on A Season of Preparation. Click to view the full digital publication online.
Category Archives: General
Breaking Down the New “Big Beautiful” Tax Breaks
On our nation’s 249th anniversary, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. The 1,000-page bill deals with many aspects and sectors of our economy, including […]
Spring 2025 Compass Magazine
Our Spring 2025 Compass magazine includes Seeing More and Seeing Better, A Season for Revitalization, Gifts That Keep Growing, Scaling Walls a Note at a Time, Looking In the Mirror, […]
What is Medicare?
Sometimes, taxes can feel like death by a thousand paper cuts. One of these “paper cuts” is the Medicare Tax, a 2.9% tax that is deducted from every dollar we […]
Securing Strong Families of Wealth and Wisdom—Part 3: Scenarios for Success at Every Stage
Investing in the future of your family may be your top priority. You know that your wealth must be managed wisely to produce the outcome you most desire: a God-honoring […]
Securing Strong Families of Wealth and Wisdom—Part 2: Skills for Success
Wielding Wealth Wisely An artisan begins as a novice, and if he wishes to become an expert craftsman, he must acquire and continuously sharpen a specific set of skills related […]
Securing Strong Families of Wealth and Wisdom—Part 1: Firm Foundation
When your financial reality is one of wealth, there can be an incorrect assumption by outside observers that all your problems are solved. You have accumulated more wealth than you […]
Christmas Client Appreciation Event 2021
Thank you to the 1,400 clients who came out to see Steven Curtis Chapman live at our Christmas Client Appreciation Event on Tuesday, December 7. Christmas is All in the […]
Understanding Cryptocurrency
A Guide to the Risk and Opportunity of Digital Money What is cryptocurrency? In late 2009, the financial world was revolutionized with the invention of Bitcoin, the first successful cryptocurrency. […]
Choosing an advisor who values what you value
If you’re looking for some guidance in the area of your finances, you may benefit from finding a financial advisor to help you navigate decisions ahead. But what are important […]
