Brad Schneeflock, Financial Planner | CFP® | CKA®

Biblically Responsible Investing

The way you use your wealth impacts the world around you. That’s a core philosophy of John Moore Associates, and many of the clients we serve. As Certified Kingdom Advisors®, we believe in practicing good stewardship of your resources and applying biblical principles to wealth management. That includes being conscientious of how you’re spending your…

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Annual Portfolio Rebalancing

Nobody knows what the future holds. This is true in many aspects of life, but it seems especially true for investing. Markets fluctuate, and there is no one investment style that always performs well in any given year. From one year to the next, investment account performance is often seemingly random. Big-picture financial trends can…

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Arizona Tax Credits Offer Tax Savings

Fall is a great time to be proactive about your tax strategy. The year will be over before you know it, and you don’t want to miss a meaningful opportunity to lower your taxes. You may already know about some common deductions and strategies like charitable giving and tax loss harvesting. But if you’re an…

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