Money is very emotional, and the markets are very emotional. And so a client will own a portfolio and see a portfolio sell off and not know what to do. It just has been a very important lesson for me to realize that it’s not just numbers on a spreadsheet – it’s someone’s dreams and it’s someone’s livelihood. I need to be respectful of that and a good steward of that.
Read MoreThe confrontation with the moneychangers has been used to enlist Jesus into an ideological war against finance. There are many examples, but probably the best known of them is FDR's inaugural address in which he extensively referenced this text.
Read MoreIn 2001 a 79-year-old man starting a financial services business asked me if I’d join him as an associate in starting a new business. I’ll never forget his response when I asked what in the world a 79-year-old was doing starting a business, “Mike, retirement is deadly. It’ll kill you!
Read MoreI’ll never forget one of the most haunting phone calls I received while a C12 Chair in 2013. Sitting at my desk in San Antonio I answered the phone for a call from Austin. The caller was a manager in an Austin-based company, whose former CEO was a C12 member.
Read MoreOne of the most anticipated IPO’s of 2019 hit enormous roadblocks and it serves as a powerful case study for us. In private fundraising rounds, Adam Nuemann, WeWork’s CEO, enjoyed incredible favor with investors. That favor finally ran out as skeptical Wall Street investors found flaws in the company’s governance, valuation, business model, and expense structure.
Read MoreWatch Martin Myers, Cofounder and CEO of Trelus, outline how to approach external growth capital options.
Read MoreWe are the richest people ever to walk the face of the earth, but according to research, we aren’t becoming happier. Families and communities are increasingly fragmented, loneliness is skyrocketing, and physical and mental health are on the decline. Our unprecedented wealth doesn’t seem to be doing us much good.
Read MoreFinancial advisors play a critical role in the future of America.
They are stewards of a sacred trust, helping clients to save money for when they can no longer work, live a life of generosity, invest in businesses that align with God’s purposes for the world, spend wisely, and re-discover their calling to work and serve their neighbors over a lifetime.
Read MoreWhen the Nasdaq closing bell rang last Thursday, investors in Beyond Meat were jubilant. Trading in the plant-based food company had driven up the share price 163 percent during its first day on the exchange.
Read MoreBrittany Underwood built Akola from nothing — each item of jewelry handmade in Uganda and distributed through their warehouse in the States where most jobs are held by women recently released from prison.
Read MoreThe day after selling our operating company we knew we were in the family office business and we knew we had a great deal to learn about the preservation aspects of wealth, but we then had to get real focused on the growth aspects of those assets.
Read MoreMuch attention is being given today to the behavioral study of investors. Irrational investment decisions have resulted in below market returns for many investors. This is coupled with neurological research revealing strong psychological impact from investment gains and losses.
Read MoreAt Access Ventures, they talk a lot about one-pocket investing and what it means for their organization.
And as they say themselves, we can’t do it all—no one can. Access Ventures partners with the Caprock Group as financial advocates for their values within the broader asset management system.
Read MoreThere are two commonly asked questions when the Christian Investment Forum introduces our mission of “Advancing the Awareness and Use of Biblically Responsible Investing“. They are “What is BRI?” and “Why should BRI be used?”.
Read MoreWhen we talk about investing, it’s easier to define what you don’t want to do. But it’s not just about avoiding the bad, right? Watch this video to learn about Business 360—a framework where you can look at how businesses engage with various stakeholder to make sure that you’re investing in ethical and positive organizations.
Read MoreWatch Helen Young Hayes tell the story of one of the hardest times in her faith—a time when she wasn’t hearing clearly from God—and the decision she had to make in this time. Her story of having a full-time job while staying committed to her husband and children is valuable for anyone struggling to balance work and family.
Read MoreOver the last few years, our paradigm about how best to provide financial support to organizations serving those in greatest need has been shaken up, if not blasted apart, by the notion of “impact investing.”
Read MoreEvery organization has a What, a How, and a Why. Our What is wealth management and trust services. Our How is through experienced financial advisors building relationships and applying tools such as proprietary financial planning software, investment vehicles, and estate planning strategies.
Read MoreYou never know who you’ll end up sitting next to when you fly. But whether you think about it or not, your neighbor on the plane has a story—a lifetime of stories that has just intersected with your own. Even though I was one of the first to board, I sighed as I caught sight of my seat—a middle one between two very large men.
Read MoreOur friend Jerry Bowyer recently interviewed Ron Blue and Karen Guess to discuss the relationship between greed and material wealth. While Western culture tends to view materialism as something that only wealthy people experience, Ron Blue’s trip to Africa pointed to the fact that it is more of a human problem than a social one. See what else they had to say in the full interview below.
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