Moderating Growth in 2025

Rebalancing long-term portfolios - taking gains and redeploying capital amid market volatility. 

Rebalancing & Embracing Volatility

Chris Gerber, CFA, breaks down the reordering of GDP and the interest rate picture

GDP Reordering (and Interest Rates)

Paul Larsen integrates faith and finance, offering a biblical view of daily decision-making. Listeners can better understand living a life of stewardship: setting goals, living them out, and leaving a legacy. 

More Than Money: Living Out Stewardship

Expectations for Q2 2025 and something about BRI (Biblically Responsible Investing)

Q2 2025 and Biblically Responsible Investing

Chartwell Investment Partners join the program for a focus on US Small and Mid-sized companies. Tim Riddle, CFA, and Theresa Tran, CFA, dive into BRI, their approach to stock-picking, and opportunities for investors.

Manager Spotlight - Chartwell Investment Partners (TAAGX)

Chris Gerber, CFA, connects the tariff process, U.S. fiscal concerns, the consumer, and your decision-making.  Add perspective to your decisions with this context around economics, fiscal policy, and consumer behavior.   

Tariffs, Fiscal Concerns, and The Consumer - U.S. SPECIAL EDITION

Aaron Kolkman offers added perspective to the likely comeback of indexes in months ahead, the effect of a strong or weak U.S. dollar, and the investor's experience of recession.  

The Months Ahead, The Dollar, and Recession

Aaron Kolkman and Christopher Gerber deliver perspective around GDP, the wellness of America's finances, policymaking motives, and your finances.  

GDP Reprise, Tariffs & Policy Motives

Aaron Kolkman is the founder of multiple wealth management firms, and the author of The Life Cycle of Wealth™ stewardship book for families. He holds a B.A. in Psychology, a M.S. in Finance, and a Graduate Certificate in Financial Analysis. He is also a CERTIFIED FINANCIAL PLANNER™ and a CERTIFIED KINGDOM ADVISOR®. His Minneapolis advisory team integrates life and financial goals with an emphasis on written estate strategies.

Manager Spotlight - Chartwell Investment Partners (TAAGX)

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