A STEWARD'S VIEW

This week we seek to enhance results by drilling all the way into holdings, and consider the different tax treatments of holdings. We rank from worst to best, the various options that investors have at their disposal. Enjoy this episode, as Amy Martin makes her first impact on the ASV studio! Verses of the week: For because of this you also pay taxes, for the authorities are ministers of God, atte...

Fresh off our Labor Day episode – “The Biggest Financial Decision” – this ASV will look at total return investing, fees, aggregation, and value.  We’ll do some mythbusting around fees, and around aggregation and then consolidation of assets.  We’ll even help you measure the value of your allocation.  Weekly Verse: Your word is a lamp for my feet, a light on my path - Psalm 119:105, ESV Fidere Medi...

Today on this special ASV, we’ll examine the biggest decision you can make – the decision to hire a financial professional. We’ll sort through some of the confusion (including descriptions and phrases used to identify the professionals available), consider what is being advised, and land on the 5 types of financial offices or services (and of course there are combinations).   In the end, we’ll off...

Today on this special ASV, we’ll double down on our August 17th episode, and continue looking at the economy, with a twist.  We’ll consider the 6-year bear market for bonds, and the shape of the yield curve today, as well as some of the noise surrounding it. Weekly Verses: But those who desire to be rich fall into temptation, into a snare, into many senseless and harmful desires that plunge people...

EARLY RELEASE - AUDIO ONLY - BACK TO SCHOOL Today on this special ASV, we’ll pivot to financial planning and trend towards the basics.  We’ll equip you to approach yoursituation in a holistic way, avoid common pitfalls, and to find peace in the midst of routine decisions.   BLOG POST AVAILABLE 08/24/26 Weekly Verse(s):One who is faithful in a very little is also faithful in much, and one who is di...

Today on ASV, we’ll consider the economic backdrop for investors.  Coming off a 3-part Investment Planning series in recent weeks, this is a great time to review the economy.  Verse of the Week: And my God will supply every need of yours according to his riches in glory in Christ Jesus. -Philippians 4:19 (ESV) References: https://www.barrons.com/articles/u-s-debt-bonds-stocks-a2b908d8   https://ww...

Today on this special ASV+ episode, we’ll continue the series “Peace About Portfolios” and focus on advanced Retirement Income Planning. We’ll combine asset optimization concepts and total return investment points to arrive at a consistent method of taking withdraws from your portfolio… and we’ll work to keep the portfolio in its place – in support ofyour plans. Weekly Verses: Trust in the Lord wi...

Today on this special ASV+ episode, we’ll continue the series “Peace About Portfolios” and focus on advanced Retirement Income Planning.  We’ll combine asset optimization concepts and total return investment points to arrive at a consistent method of taking withdraws from your portfolio… and we’ll work to keep the portfolio in its place – in support of your plans. Weekly Verse: "The Lord bles...

This week on ASV, we begin a series focused on a mindset of peace – when it comes to any area of life, your finances, and even your portfolio.  We’ll consider what does and does not need attention from you (and/or your advisor(s)), and we’ll work to keep the portfolio in its place – in support of your plans.  In short, we’ll move far past “tuning out the noise,” and look to dial into a perspective...

This week we'll look at the 2026 Economic picture and related market behaviors as we enter the second half of 2026, especially the Q2 earnings season ahead. We'll talk jobs, inflation, growth, and the remainder of 2026. We'll talk about the long-term investor's response to market moves, and ways to adjust, moving into the second half. Weekly Verse: If then you have not been faithfu...

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...