Kingdom Calling vs. Financial Advisors: Building Glass Ceilings

March 19, 2009

My years as a traditional financial advisor, before I questioned the status quo and began focusing on stewardship, taught me a lot. One of the most salient things I gleaned in those years was that fact that your standard financial advisor can’t, over time, really help you out-perform the market. But they may well help you under-perform the market. In fact that outcome is far more likely.

Do you feel like you're not going to make your dreams a reality?

Do you feel like you're not going to make your dreams a reality?

I also realized that when you’ve acquired “enough” assets to reach your current “goals,” financial advisors will routinely encourage you to be less efficient moving forward. They won’t tell you this, of course, but that’s typically what their recommended course of action “says.” So one of the great products that a relationship with a financial advisor can offer you – is a shiny new glass ceiling for you, your money and your dreams. Read the rest of this entry »

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Why Banks Steward Cash The Way Jesus Would

December 12, 2008

The mythical “American Dream”:  work hard for 40 years and then one day at 65, retire with a golden nest egg that will take care of you the remainder of your days.   There are several problems with this fantasy.  For one, most of us base our plans on predictions of the future which aren’t accurate.  And even if everything works out perfectly, and you arrive at age 65 with $1,000,000 just like your financial planner predicted…
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