Blog

Causes Our Advisors Love Supporting

As we continue to make our way through the Advent season it’s a great time to reflect on the coming of Christ and its significance. Oftentimes this season can become overshadowed by events, shopping, work, travel, and other year end activities but as Christians it’s an opportunity for meaningful preparation, reflection, and praise.

In this post our advisors get to talk about some of their favorite causes they support as they praise God and connect this season of giving to the birth of Christ and its eternal impact.

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Leo Marte Leo Marte, CFP®, CKA®, MBA Leo Marte Leo Marte, CFP®, CKA®, MBA

A Spiritual Perspective on Materialism

When we think about financial planning, the first things that come to mind are wealth accumulation, investment strategies, and building a comfortable future. While these are all important, there’s a deeper concern that often gets missed—the spiritual and moral implications of our relationship with money and possessions. It's crucial for believers to understand how to manage wealth effectively while guarding against the dangers of materialism. The good news is that those two goals can be achieved together.

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