Howard Dayton's "Your Money Counts" is a comprehensive guide to managing finances based on biblical principles. The book covers stewardship, budgeting, debt, and investing, providing practical advice and real-life examples. With 18 chapters, it emphasizes the importance of aligning financial decisions with spiritual values for lasting financial freedom.

2022… It was a rough year with lots of ups and downs. The S&P 500 was down 18.1% on the year. Here are some of the highlights and surprises of the year. Could you have predicted these surprises?

It’s the time of year when all the major banks make their forecasts for the coming year. Are they really worthy of use for your investment strategy? Before you react to the 2023 forecasts, let’s look back at their previous years’ outlooks to see just how reliable (or unreliable) these one-year forecasts really are.

Each meeting, the FOMC creates an outlook for the Fed Funds rate called the “Dot Plot” denoting their projection for future interest rates in subsequent years. Over the past year, their forecasts for the future have changed dramatically. Even the best and brightest can't predict the market. What do we make of this?

It has been 7 years since I left a great role with a great company to start Kings Path Partners. I often get asked why I did this. Why did I take the risk to start a new company? I had many reasons but the largest was my desire to serve people directly.

When the final GDP numbers are published, and assuming they are as negative as forecasted, the headlines will ring out – “We are in a recession!” There will be a lot of debate about the definition of a recession, when it officially begins, how credible the numbers are, etc. For us as investors, however, it is more important to ask, “So what? If we are in a recession, what do we do?”

With rising housing costs and rising mortgage rates, the overall cost of housing is increasing significantly. We found that from 2021 to 2022, the total cost of home ownership increased from 39% of gross household income to 46%! Before buying a new home, consider ALL the costs involved and how those have increased in the past year.

Any good business has a plan and strategy. Yet most Americans have no personal retirement plan in place. A good plan will focus you on what you need to do today and help you understand risks so you have a better chance of achieving your goals tomorrow.

We are definitely experiencing a correction as markets are down by over 10%. And this includes both equities and fixed income, a feat that doesn’t often happen! So, what should an investor do?

If interest rates are going to continue to rise, does investing in bonds make any sense? Here are 6 reasons to continue to invest in bonds.

Markets have experienced some wild gyrations these past few days with Russia’s invasion of Ukraine. How have markets fared in past world conflicts?

With the S&P 500 hitting all-time highs in 2021, why not just keep investing in what’s winning? Why take on the risks of other markets when everything is so good with the S&P?

It’s that time of the year! When all the major banks make the forecasts for the year. Yet, before you listen to their 2022 forecasts, we must look back at their previous years’ outlooks to see just how reliable (or unreliable) these one-year forecasts really are.

It’s not enough to just think about your legacy! Preparing an organized and well-communicated estate transition can be a huge blessing to your heirs. Here are some guiding questions and resources.

Yet another tax proposal has been released as the House struggles to reach a compromise amidst Biden's economic agenda. Here are some updates from the newest proposal including: income taxes, capital gains, estate taxes, Roth conversions, and more.

On September 13, 2021, the House Ways and Means Committee released its tax plan. This is from the Committee and must still go before the entire House, and the Senate has yet to develop its own proposal. Still, the current Committee language does much to solidify the Administration’s position on estate taxes and estate planning strategies.

Private investments continue to play a larger role in the investment universe. In this blog, we share overviews of 2 private investment markets - private credit and private equity.