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  • ABOUT US
    • WHY FAITH-BASED INVESTING
    • OUR STRATEGIES
      • MUTUAL FUND / ETF
      • SELECT EQUITY
      • OUR COMMITMENT TO PERFORMANCE PRESENTATION
    • OUR STORY
    • INVESTMENT COMMITTEE
  • BUSINESSES
  • MINISTRIES
  • FINANCIAL ADVISORS
    • LIGHTPOINT™ FOR ADVISORS
    • ORION PORTFOLIO SOLUTIONS
    • CAREERS
    • SUBADVISORY PORTAL
    • BWC ADVISOR PORTAL
  • INVESTORS
  • RESOURCES
    • BLOG
    • FAQs
    • IN THE NEWS
    • I FOUND JESUS IN THE STOCK MARKET
    • INDIVIDUAL FINANCIAL PLANNING
  • SCHEDULE A CALL

Tag Archives: retirement

Can a Pastor Have a 401(k) and a 403(b)?

Advisors, Plan SponsorsBy David BlackJuly 7, 2022

Can a Pastor Have a 401(k) and a 403(b)? Bi-vocational pastors make up a sizeable minority of pastors in America – 26% according to a 2019 Barna survey. This means that 26% of pastors have another paid or unpaid role in addition to pastoring a church. For those employed by a church and another employer…

401k Letters

4 Reasons Your Business Needs a Retirement Plan

Plan SponsorsBy David BlackJune 7, 2022

4 Reasons Your Business Needs a Retirement Plan For most Americans, their company 401(k) is their primary means of saving for retirement. Despite this fact, less than half of all small businesses offer a retirement plan as an employee benefit[i]. There are two sides to this problem – first, employers do not understand all the…

US Capitol Building

Bi-Partisan Congressional Support for Retirement

Industry News, Plan SponsorsBy David BlackJune 1, 2022

Bi-Partisan Congressional Support for Retirement You may not have noticed but Congress is extremely interested in retirement right now. (No, not their own retirement!) While most headlines are about congressional debates on abortion and other hot issues, there are several bills, some with bi-partisan support, being discussed by the House and Senate. If passed, they…

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