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Newsletters List

Stubborn inflation, DAFs increasing, Administration Transition, Asymmetry
There’s still time to register! The Faith & Investing: Private Deals in 2025 live virtual event is next week, and YOU are invited! I hope you’ll join. More than just market trends…we will discuss how to approach them from our lens of faith. I hope to see you there!
Nov 15, 2024

Election Markets, More Rate Cuts, Benchmarking and More
While there are plenty of diverging opinions about the election results, there is one prevailing sentiment from the investment community: now we can move forward. The election uncertainty is now gone. We’ll see what that leads to, but there was a lot of financial movement this week. I’m praying for each of you as we continue to navigate these fascinating financial times!
Nov 8, 2024

Economy expanding, labor market staggers, deferring taxes, & extended trading hours
I often reflect on St. Augustine’s words: “Pray as though everything depended on God. Work as though everything depended on you,” I find it especially timely with the US election coming next week.
Nov 1, 2024

Impact Investing Growing, New CFPB Rules, Record Debt Conversion, & More
First of all, welcome new subscribers! Is it just me, or are Christmas decorations appearing earlier than usual this year? I suppose it’s a welcomed reminder of the joy to come in these crazy days before the US election.
Oct 25, 2024

Maybe soft landing, 1.1 billion in poverty, 5 biggest church budgets and safe NOTES
I just love this community! It is so fun getting to know each of you and sharing your passion for directing your capital toward meaningful impact.
Oct 18, 2024

Inflation lower but higher, Young Philanthropists IP, & Hurricane Milton
I spent a fair amount of time of my career in disaster recovery. Those affected by Hurricanes Milton and Helene likely have years of recovery ahead of them…far beyond when the press forgets them. I humbly invite you to remember people in these communities, especially those most vulnerable to their impact.
Oct 11, 2024

Global Challenges, Election Planning, Investor Activism, & Investing in College Dropouts
Hurricane Helene already appears to be one of the deadliest and costliest storms in history, and the war in the Middle East seems to be escalating. We are more connected globally than ever before. So many challenges.
Oct 4, 2024

Rate Cut Effects, Falling Confidence, and Hurricane Helene
I hope you will join me in praying for all of those affected by Hurricane Helene. If you’re interested in recovery efforts, my last Philanthropist Friday interview (below) is coincidentally with the Walmart Foundation’s head of disaster recovery.
Sep 27, 2024

Fed Cuts Rates, Helping Death Row Families, & Faith-Investing Challenges
Well, it happened this week. The Fed cut rates for the first time since 2020. The half point decrease is pretty substantial by historical standards.
Sep 20, 2024

Yield Curve Un-Inversion, Higher incomes/prices, & Quantum
This week we had a presidential debate, the anniversary of 9/11, a yield curve sending mixed signals, and plenty more.
Sep 13, 2024

Private Equity Sports Takeover, Faith-Based Cry, & Startup Investing
I have a favor to ask. I really enjoy creating this newsletter and sharing it with you. If you’re enjoying it as well, I invite you to share it with a friend or colleague.
Aug 30, 2024

Go-Giver Philanthropy, Startups Rise, Job Growth Falls, & Evergreen Funds
The top priority for American voters is the economy. Our elected officials have a significant impact how our economy functions. Like most of you, I’m striving to view these discussions through a “lens of faith” as this election cycle continues.
Aug 23, 2024
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