Monthly Blog

Welcome to monthly blog–your guide to cultivating financial wisdom for every season of life. Rooted in the enduring principles of growth and stewardship, you’ll find current financial news, foundational knowledge, and timeless strategies to help you grow, protect, and enjoy your wealth.

Monthly Blog Posts

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4 min read

What Is Systemic Risk?

Written by
Marc Henn
Posted on
April 19, 2023
3 min read

Teaching Children Financial Literacy

Written by
Marc Henn
Posted on
April 4, 2023
4 min read

Budgeting for a Once-in-a-Lifetime Experience

Written by
Marc Henn
Posted on
February 28, 2023
4 min read

You’ll Spend Thousands on Healthcare This Year. Can an HSA or HRA Help?

Written by
Marc Henn
Posted on
January 3, 2023
4 min read

Giving Season Has Arrived! Here’s 5 Ways to Maximize Your Year-End Giving Strategy

Written by
Marc Henn
Posted on
December 5, 2022
4 min read

Retirement Hobbies You Never Knew Existed

Written by
Marc Henn
Posted on
November 21, 2022
4 min read

What is a 1031 Exchange?

Written by
Marc Henn
Posted on
November 7, 2022
3 min read

Investment Strategy: The Power of Compound Interest

Written by
Marc Henn
Posted on
October 24, 2022
4 min read

The Anatomy of an Index

Written by
Marc Henn
Posted on
October 10, 2022