October 2021

What is Biblically Responsible Investing? It will not be for everyone, but for those that want their beliefs to align with their investments, Biblically Responsible Investing may be the answer.

July 2021

If you are donating money to and 501(c)(3) this article may be of interest to you. Giving cash can be some of the most inefficient ways when it comes to taxes.

May 2021

It is easy to be passive about our finances and except whatever happens. Like most things in life, that is not the ideal way to approach here. Here are some tips to on why to take “control” of your finances.

March 2021

Should we invest in a roth or traditional investment account. This month, we try to dive into some of the pros and cons of each.

January 2021

2020 was a fast recovery. We dive into some of the reasons why the market may have recovered so quickly and a reason why it doesn’t make a ton of sense.

October 2020 Commentary

“I Got Nobody to Blame but Me”- Chris Stapleton Jim Shellenberger, CFA | Financial Advisor Sometimes we are our own worst enemy. When it comes to making financial decisions, our cognitive and emotional biases can help us or hinder us in making the best decisions. Our cognitive biases generally involve decision making based on concepts …

October 2020 Commentary Read More »