My Top 20 Investing Principles
by Ron Bare What could your future look like if you invested well? How could you bless your families, coworkers, or community? Over the years, I have gathered 20 principles that guide our investment strategy, and I’d love to share them with you! These principles can’t promise a life of perfection and wealth. But they […]
National 529 Day!
by Curtis Burkholder As we continue to discuss ways to have an “Impact” with our time, treasure, and talents, we wanted to highlight that tomorrow is “National 529 Day”! This day was established to focus on the importance of planning and saving for college – through what is known as the 529 plan. By utilizing […]
The CARES Act
The CARES Act is an acronym for Coronavirus Aid, Relieve, and Economic Security Act. Below are some thoughts specific to our industry that might be helpful to you: 2019 IRA Contributions: The 2019 IRA contribution deadline has been extended with the tax-filing deadline until July 15th. Make sure that you communicate with us if your […]
Paying Taxes with Thanksgiving
Paying Taxes with Thanksgiving by Jeremy Walter “A sign of good stewardship is paying taxes with thanksgiving.” – Ron Blue. We may have just lost most of our readers one line into this article, but bear with us – while we do believe this is an extremely difficult concept to embrace, we also believe it’s […]