Sign up for our newsletter to receive fresh insights that will provide you with direction to live a more joyous & generous life...

The Legacy of Faithfully Doing the Next Thing

Faithfully doing the next thing can have a big impact

Frank will tell you that he never had a strategic plan. He just always did what God put in front of him. The impact of faithfully doing the next thing is far greater than he ever expected. Like most people, he got a job, got married, and had kids. He built a life around family. He came to Christ in » 

Category: Legacy Continue »

Wealth Transfer Rises to $68 Trillion!

The great wealth transfer in the U.S. creates big opportunities with the next generations

The U.S. wealth transfer number has gone up. As recently as early fall of 2018, the going number for the Great Wealth Transfer was $59 trillion by 2030. But the projected wealth transfer is now an unprecedented $68 trillion over the next 25 years, according to a Fox Business article that reports » 

Category: Culture Continue »

Empathy Carries More Weight Than A Big Brand

Listening intently shows empathy

What do wealthy and even super-wealthy clients look for in an advisor? An institutional brand with a deep bench? Merrill Lynch? BNY Mellon? US Trust? That’s the question posed in a Wealth Advisor article from several months back, and the results point to the importance of empathy and » 

Category: Culture Continue »