How to Leave Our Legacy
Last week I discussed the opportunity to pass on to our families our bedrock principles. Some refer to this as our social capital. Our inheritance may be large or small, but the beliefs and wisdom we have gained over decades should be far more valuable than cash one hundred years [...]
What Will Be Our Legacy?
Yesterday morning at the Kingdom Advisors monthly meeting, Bill High, leader of the National Christian Foundation—Heartland organization, spoke on the subject of Legacy Planning. KA, a national organization, consists of attorneys, accountants, insurance and financial advisors across the country who are dedicated to helping members of the Church at large [...]
Cut the Cord and Cut Expenses
Anyone who has read my columns knows I’m all about saving money. I was raised by parents who never paid full price for anything and valued the “deal” more than the actual item being purchased. When people ask me how by age 30 I had a “paid off” home mortgage, [...]
Community Services League Annual Gala
Stewardship Capital is proud to continue its partnership with the Community Services League in assisting communities to reach their potential by providing immediate relief to people in need, assessing their situations, and providing solutions that lead to economic stability. Sponsoring events such as the 2017 Luminous Gala help us to [...]
Reflections Upon 65 Years
Being in the middle part of the Baby Boomers generation, I attained age 65 late last evening. In days of old when the Halloween Parade was always held at night on the 31st, bad weather notwithstanding, my Mother and family had to break through the parade to reach the Independence [...]
Keeping up with the Joneses in the Era of Social Media
For generations, “keeping up with the Joneses” has been a national pastime. Because Americans seem to be naturally competitive, many of us feel the need to make sure we measure up to our peers. In the new age of social media our desire to see how we measure up to [...]
Cybersecurity Likely to See Long-Term Growth
Hacking into personal information, intellectual property, and government data has reached epidemic proportions. The Equifax data breach last month compromised around 145 million people’s personal credit information. HBO is struggling to protect their flagship programming from being viewed before they release it. Government and military intelligence is stolen almost daily, [...]
Ron Finke Named Advisor of the Year.
Saturday evening at the annual Toast To Our Towns Gala, Ron Finke was awarded the “Paul M. Thomson Professional Advisor of the Year” from Truman Heartland Community Foundation. The award recognizes investment advisors who share their time, talent, charitable contributions and leadership with the community. “I am honored and humbled [...]
Are You Doing the Right Thing?
Recently my mother and father-in-law purchased a lake house in which they took out a mortgage. Since she knows what I do for a living, she sought my counsel about the best methodology for paying off the mortgage as quickly as possible. She asked my opinion about pulling funds out [...]
Do I Need Long-Term Care Insurance?
There are two sides of the coin of living longer. We often want to live longer to have great relationships with our grandchildren and great-grandchildren. You know, those youngsters with whom we can conspire against our children? But then we don’t want to outlive our enjoyment either. When I can [...]