If you are age 70½ or older and regularly give to your church from your checking account, you may be paying federal income tax on money that could have gone directly from your IRA to the ministry you support. A qualified charitable distribution, commonly called a QCD,...

Your financial advisor, your CPA, and your estate attorney have probably never spoken to each other. For most families that is fine. Above a certain level of complexity, it starts costing real money. Each professional sees one slice. The advisor manages the portfolio....

For most people, an investment account is just background noise. It’s a company 401(k) they contribute to via automatic payroll deduction without a second thought. They clicked a fund allocation box during onboarding years ago, closed the tab, and never looked back....

If you have followed financial news or social media recently, you have likely seen coverage regarding the public debut of SpaceX. The company completed an initial public offering (IPO), selling over 555 million shares at an opening price of $135 and briefly reaching a...

When you think about aligning your investments with your Christian values—what we call Biblically Responsible Investing (BRI)—it is easy to assume you have to pay a "conscience tax." It is a completely natural assumption. Our brains are wired to believe that more...

The financial landscape for American families changed dramatically on July 4, 2026, with the official live launch of the federal Trump Accounts program. Created under the One Big Beautiful Bill Act (OBBBA), these accounts—technically designated as Section 530A...

When it comes to managing your hard-earned wealth, you should never have to choose between professional excellence and your personal values. If you search for financial advice online, you will find thousands of standard professionals holding industry-standard...

When you toss a stone into a pond, ripples spread far beyond the point of impact. One small action creates movement that touches the entire surface. That’s exactly what happens with our financial choices. Every dollar we spend, give, or invest sends ripples into the...

Last week we asked the question that changes everything: “Are my investments aligned with my values—or fueling what I’m praying against?” Once you start asking that question, the next step is figuring out how to align your investments with your faith. That’s where the...

Sometimes one simple question can change the entire direction of your life. For me, that question was this: “Are my investments aligned with my values—or are they fueling what I’m praying against?” When I first wrestled with that question, it stopped me in my tracks....