Read the Article on Katy Christian Magazine >> There is continued confusion pertaining to the difference between socially responsible investing and faith-based investing. Faith-based investing is a form of investing that avoids companies whose activities are...
Our Stories
Will The Presidential Election Results Impact My Retirement?
Whether you watched the never-ending television news cycle or happened to have a crystal ball, chances are you still couldn't predict exactly what was going to happen heading into Election Day. While market strategists and economists regularly ignore election polls...
How to Deal With Financial Stress
A recent survey by the National Endowment for Financial Education found that almost 90% of Americans were feeling anxious about their money situation.1 39% were worried about job security48% worried about paying bills28% didn’t know if they could pay their...
Ways the Pandemic May Change the Future of Employment
About 8.5% of U.S. households are headed by a self-employed person. While self-employed households tend to earn higher income than salaried households, research shows they also tend to take the biggest hit during an economic downturn.1 The emergence of independent...
Owner Highlight: Maria Wright
Although it wasn’t traditional “love at first sight,” Maria remembers the first time she met Anthony well: “Anthony and I first met at Farm Bureau Financial Services in Gilbert, Arizona back in 2008. He had come on as a captive financial advisor with them and I...
Evolution of the 401K
When employer-sponsored 401(k) plans were introduced in the 1980s, an unexpected consequence occurred: Pensions stopped being the norm. One reason is that companies found 401(k) plans less expensive than traditional defined...