Rachel's Blog

Pursuing a life that’s rich with meaning and purpose

Taking Back Your Voice

Taking Back Your Voice

Most investors have no idea what they own or why…and are too busy to do the research. We get that you’re busy and we’re here to help! But first you need to understand how this disconnect leads to some potentially devastating outcomes that you simply can’t afford to ignore. You see, every dollar invested is […]

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Investors Care about More Than Money

Investors Care about More Than Money

The recently-released 2018 Report on US Sustainable, Responsible and Impact Investing Trends, published by US SIF Foundation shows an incredible amount of momentum. More and more investors are aligning their resources with their values. According to the report, “Sustainable, responsible and impact investing (SRI) in the United States continues to expand at a healthy pace. […]

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Does God care how we invest?

Does God care how we invest?

Honoring God with our investments What if you could invest your nest egg in a way that honors God and blesses people…without sacrificing investment performance? Great news…now you can. There is an exciting movement happening in the investment world today called Faith-Based Investing (or Biblically Responsible Investing), where: An increasing number of money managers and DIY investors are […]

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Is This the Right Time to Invest?

Is This the Right Time to Invest?

Some say that timing is everything. Others say “you can’t time the market.” Those sitting on some cash that they’d like to invest, must answer the question, “Is this the right time to invest?” Or, for those who have been investing already and have seen a run up in stock values already, the question becomes, […]

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Your Personal Advisory Team

Picking Your Team When it was time to play kickball, and two team captains took turns choosing who would be on their teams? Once in a while they’d choose their friends first, but usually the most talented athletes were picked first. Even at a young age, the captains knew that the skills of these other […]

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Discovering Abundance

Discovering Abundance

When we discover abundance, the possibilities are endless. It is this courageous and generous mindset that allows us to make intentional financial decisions that can transform our entire lives. When we discover abundance, fear and greed can no longer hold us paralyzed and powerless. We are no longer convinced that we are poor.  Therefore, our […]

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