A STEWARD'S VIEW

Today on ASV, we’ll continue our series, The Art & Science of Giving – we’ll consider the heart of giving, and some of the structure for it.  We’ll talk about some practical andsystematic ways of approaching giving – week to week, month to month, year to year.  Weekly Verse(s): Honor the Lord with your wealth and with the first fruits of all your produce; then your barns will be filled with pl...

This week on ASV, we continue The Art & Science of Giving – we consider the heart of giving, and some of the structure for it.  We’ll talk about what giving is, and what it isn’t.  We’ll talk about the value of optimizing the financial outcomes for both donors and beneficiaries.  As usual, we’ll integrate knowledge - Economic, Investment, and Planning points - then look to add the WISDOM neede...

Today on ASV PLUS, we looked at a recent example of a retiring couple, their excellent stewardship efforts, and their need for partnership in optimizing their asset base – normally an UNFLET need for most investors…  as usual, we’ll integrate the Economic, Investment, and Planning points of knowledge to contribute useful information to your decisions, then look to add the WISDOM needed for excelle...

This time on ASV we unpack and repack the integration of markets in the context of the global economic picture, and the US economic machine. We consider the long-term consequences of short-term events, and the decision points for investors. Weekly Verse: Luke 18:18-23 (ESV) And a ruler asked him, “Good Teacher, what must I do to inherit eternal life?” And Jesus said to him, “Why do you call me goo...

This week, ASV tackles the important topic of giving - to others, to family, and to charities. Technical meets relational, and knowledge meets wisdom, in this first part of an essential series for stewards! Enjoy this episode as special Guest Paul Larsen unpacks the heart of giving, alongside of Aaron Kolkman's technical expertise. For all ASV-related media content, inquiries, or questions, vi...

A throwback to June 2025, you can listen to the integration of current headlines with economic and investment themes. Finally, consider the "zoom out" response of examining the big picture for real, potential risk-reward issues, not short-term trades and headlines. For all ASV-related media content, inquiries, or questions, visit www.astewardsview.com. Verse(s) of the Week: “For it will...

ASV levels up to ASV PLUS, with fresh investing insights. Get ready to consider how your goals can be funded, and add this special episode to your wisdom arsenal! Listen as ASV outlines the real issues involved with investing, a process for it, and a stewardship perspective about it! For all ASV-related media content, inquiries, or questions, visit www.astewardsview.com. Weekly Verse(s): One perso...

We continue with a unique series to enhance product decision-making. This week is all about Exchange-Traded Funds - types, uses, costs, and considerations. Level-up you decisions about these important tools within your financial plan! For all ASV-related media content, inquiries, or questions, visit www.astewardsview.com. Weekly Verse(s): “Bring the whole tithe into the storehouse, that there may...

We continue with a unique series to enhance product decision-making. This week is all about mutual funds - types, uses, costs, and considerations. Level-up you decisions about these important tools within your financial plan! For all ASV-related media content, inquiries, or questions, visit www.astewardsview.com. Weekly Verse(s): Yours, O Lord, is the greatness and the power and the glory and the...

We kickoff 2026 with a unique series to enhance product decision-making. This week is all about annuities - types, uses, costs, and considerations. Level-up you decisions about these important tools within your financial plan! For all ASV-related media content, inquiries, or questions, visit www.astewardsview.com. Weekly Verse(s): And behold, a man came up to him, saying, “Teacher, what good deed...

The 2026 U.S. economic outlook points to a year of continued expansion with some moderation in growth, gradually easing inflation, and a slight rise in unemployment, as the economy adjusts to the lagged effects of 2025 policies and ongoing structural shifts. Recession risks are generally seenas low, though the path remains narrow.  The 2026 investment outlook suggests a continued strongperformance...

2025 was a year of transition. The 2025 global economy was characterized by a general slowdown in growth amid heightened policy uncertainty and trade tensions, though it proved more resilient than initially feared. Key trends included moderating global inflation (with the US as an outlier), a divergence in economic performance between regions, and significant risks related to trade policies and ge...

This week, we stick with year-end money moves to help strengthen your position. Hear about HSAs, RMDs, QCDs, Roth Conversions, and other techniques. Gain the tools and perspective from which to approach a multi-faceted, multi-year income tax plan for your family! And what if you’re a business owner?  What are the options? These are the questions we'll help you answer - and beyond what AI can g...

This week, we turn to year-end money moves to help strengthen your position. When is a good time to rebalance in (and after) a bull market?  What about your retirement accounts -establishing them, funding them, distributing from them?  What if you’re a business owner?  What are the options? These are the questions we'll help you answer - and beyond what AI can give you! We hope you capture yea...

We've heard that value and price are different. But when it comes to your portfolio, how can you tell one from the other? What are the variables to consider, and how can you assess value in the end? Those are the issues in this week's episode of our Investment Planning Series. Like, listen, follow and share! The VALUE of this work speaks for itself. And don't forget the new "alloc...

This week's work is about coming to clarity with your Universal Pie Chart - taking overall risk and return, charting it, and measuring it. It's about knowing whether or not value has been added in to you portolio, in terms of diversification and correlation. It's about knowing whether or not you've actually built a great plan for your financial assets, compared to the market's...

It's difficult to sum up a multi-step process designed to optimize assets, but this week's topic does just that. We march closer to asset optimization scoring, as we examine the Universal Pie Chart. Discover the aggregate risk, return, and Shape Ratio - across multiple time periods, and then compare those metrics to the market and to an optimized model. Seek to extract risk and enhance ret...

This week we turn to the benefits of Asset Aggregation. We discuss what diversification is, and what it isn't, and we move closer to a conversation about Optimizing Assets. We hope you enjoy this week's foundational work on the benefits of a singular investment plan, including genuine diversification, tax optimization, and a correlation analysis. We continue to encourage you to take time t...

Don't miss this critical episode in the new ASV Investment Planning Series! This simple but robust episode focuses on the value of asset aggregation in the context of Investment Planning. It articulates the universal view of assets that is needed to begin building an investment plan, and the cost of inefficiency if the work isn't done. Most importantly, learn the process and ongoing benefi...

We hope you enjoy this week's episode on the practicalities of projecting your cash position into the near future, so you can properly time your expenses, and move further away from the distractions that poor cash flow can bring, and move nearer to the places that God has for you to be. Weekly verse: Hebrews 13:5 tells us, "Keep your life free from love of money, and be content with what...

The U.S. job market is slowing, but resilient. Non-farm payrolls (additions or subtractions to jobs available in the marketplace) - a coincident indicator - has decreased in recent years. The unemployment rate - another coincident indicstor - stands at 4.3%. Thankfully, initial jobless claims - a leading indicator - are at relative lows. Combining these points, we can see that the U.S. has increas...

This episode details the realities of cash flow planning, knowing your "n" and then staying on track towards funding goals and ultimately, funding a legacy. Find out why cash flow is the unsung hero of all great financial planning efforts. We think you'll see that "If Cash Is King, Cash Flow is Queen." Be sure to check out this week's attachments to equip you in navigat...

This episode connects estate planning to wealth transfer, and wealth transfer to legacy. Legacy is the history, the ethos, the overall stewardship transition involved in wealth moving from one generation to the next. Much is made of business ownership and the compexities involved. Enjoy this non-technical episode that may be the biggest blessing yet from ASV! Verse of the Week: "A good man le...

Join this focused conversation about real treasure and passing it to your (prepared) heirs! Consider a family meeting and a legacy letter to begin and then cement your estate. Let the financial and legal work follow God's purposes with Mom and Dad and the full picture of their lives.

Enjoy this episode as Aaron Kolkman brings life to the dialgue about multi-generational wealth and the Basics of Estate Planning with OBBBA. Learn the important changes that affect your family, and some tactical concepts to help you navigate them.