Faith-Based Finance

Increasing your family’s generosity is easier when you have a giving plan based on sound principles. I frequently meet families who have a plan for saving, investing, or spending, but an intentional giving plan is rare. Why is this the case? As we talk to new clients, they often express a goal to give more…

  2020 has been a year of many ups and downs. But giving will always have the power to lift. Brian Cochran joins us to discuss the P’s of giving, the impact of sacrificial generosity, as well as how the market has fared since the presidential election.

The relationship people have with money should be a reflection of your relationship with God. Brian Cochran of John Moore Associates joins us to discuss money as a symbol of our beliefs, values and fears, and how a root of evil can be used as a channel for good.

Every generation must learn its own lesson about speculative trading. Millennials and Gen Z are in the early stages of their speculation education due to the popularity of the Robinhood trading app and similar free stock trading platforms. Free trading on your phone is only the latest way to play the age-old game of fear…

In recent years, Donor Advised Funds (DAFs) have become a popular way for individuals to channel donations to qualified nonprofits. And because DAFs afford individuals useful tax and other benefits, many advisors have appropriately recommended DAFs to clients, often referring to them as “charitable savings accounts.” While DAF “sponsoring organizations” technically have control over funds…