True Wealth

Written by Brent J. Welch, CFP®, ChFC, CRPS®, CLU, AIF® True Wealth is something that money can’t buy and death can’t take away. I remember visiting my 75 year old friend John in the nursing home. He was recovering from hip surgery when a blood clot went...

Are You On Track?

Written by Brent J. Welch, CFP®, ChFC, CRPS®, CLU, AIF® Did you know that forty-four percent of American’s don’t know if they are on track for retirement¹? Sixty-Two percent of Americans have never had a retirement plan put together for them.¹ Eighty-four percent...

Debt Snowball

Written by Brent J. Welch, CFP®, ChFC, CRPS®, CLU, AIF® The message of the Bible seems clear; we should “Let no debt remain outstanding, except the continuing debt to love one another…” (Rom. 13:8). Sometimes we need to borrow money to buy a home or to finance a...

Interpreting Stock Market Volatility

Written by Brent J. Welch, CFP®, ChFC, CRPS®, CLU, AIF® In 2020, we set a new record! We all experienced the shortest “bear market” in history!* A bear market is defined as a market drop of 20% or more. During the horrifical banking crisis of 2009, Warren...

Behavioral Alpha

Written by Brent J. Welch, CFP®, ChFC, CRPS®, CLU, AIF® Alpha is the first letter in the Greek alphabet denoting the first of a series of items or categories. The dictionary also tells us that the Alpha is the brightest star in a constellation. You’ve probably heard...
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