Retirement Income Planning with Portfolio Optimization Steps

Advanced Retirement Income Planning, using Asset Optimization for Income Consistency

Investing wisely and with a perspective of peace, trusting God and making informed decisions.

2026 Mid-year Economic Review and Markets Update

The Art & Science of Giving - Part 3

The nitty gritty of optimizing the Aggregate Portfolio

ASV starts to tackle the important topic of giving - to others, to family, and to charities. Technical meets relational, and knowledge meets wisdom, in this first part of an essential series for stewards!

A throwback to June 2025, you can listen to the integration of current headlines with economic and investment themes. Finally, consider the "zoom out" response of examining the big picture for real, potential risk-reward issues, not short-term trades and headlines.

All about Exchange Traded Funds

Excellent summary of annuity considerations for the investing public.

Excellent summary of annuity considerations for the investing public.

2025 Economic Summary

Year-end financial and tax planning considerations

Year-end financial and tax planning considerations

Remember price versus value? How can you know what value looks like when it comes to your investment plan?

Measuring the value of risk and return across the entire portfolio, and discovering if there was any value added in the construction process.

Evaluating the Universal Pie Chart for Risk, Return & Correlation.

Brief summary on the benefits of asset aggregation, diverification, and soon... asset optimization.

Asset aggregation is foundational to investment planning. It gives investors a universal view of their holdings and transactions, and creates an ongoing monitor for universal analysis.

Hebrews 13:5 tells us, "Keep your life free from love of money, and be content with what you have, for he has said, “I will never leave you nor forsake you.” In John's Gospel, right before His death, we hear Jesus declare: " Peace I leave with you; my peace I give to you. Not as the world gives do I give to you. Let not your hearts be troubled, neither let them be afraid." (John 14:27) He says this right after He promises the Holy Spirit to those in relationship with Him. T