Inflation & the Real Rate of Return
Is your money gaining or losing purchasing power? The real rate of return is an important personal finance concept to understand. It’s the rate of return on your investments after inflation. The real rate
Investor Sentiment Is Shifting
This year, markets have experienced an odd phenomenon. A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1
A Biblical Response to Capitalism
For the best experience, consider listening to this conversation to get our complete thoughts on this subject. CAPITALISM - A DEFINITION: "An economic and political system in which a country's trade and industry are
A Biblical Response to Socialism
For the best experience, consider listening to this conversation to get our complete thoughts on this subject. WHAT IS SOCIALISM - A DEFINITION: Definition of socialism (Merriam-Webster): Any of various economic and political theories
Investing During Periods of Inflation
What does inflation mean for your investments? In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in order to support the labor market and
Guarding Against Identity Theft
Take steps so criminals won’t take vital information from you. America is enduring a data breach problem. As many workers traded in the office for remote work, data security has been a focus for
Qualified Charitable Distributions
A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Do you have an I.R.A.? As you enter your 70s, you may start to look at that I.R.A. not only
1099 Forms
Explaining the many types of 1099 forms and their uses. What is a 1099 form? This is a record of payment from an individual or entity, showing a payment, generated for your records. The
2020 Market Review
What can we say about 2020? This was a year that many would be glad to never re-live. As Christians, it is precisely years like this that make us grateful to have our confidence and
2021 Limits for IRAs, 401(k)s and More
Numbers to know for 2021. On October 26, 2020, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to