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What it means to Be a Faith-Based Investor

What it means to Be a Faith-Based Investor

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...

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How to Deal With Financial Stress

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...

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Ways the Pandemic May Change the Future of Employment

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...

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Owner Highlight: Maria Wright

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...

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Evolution of the 401K

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...

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