Publications, Insights & News

Rustic barn in a rural landscape at sunset symbolizing wealth building, contentment, and the “Bigger Barns” dilemma about balancing financial success and stewardship.

Insights

Jul 7, 2026

Wealth Building, Contentment, and the Bigger Barns Dilemma

Financial advisor meeting with a client to review an investment portfolio, discussing faith-based investing principles and values-driven financial planning in a professional office setting.

Insights

Jul 7, 2026

Christian Investing That Aligns Portfolios With Faith Values

Parent sitting with child at a table reviewing cash, coins, and a savings jar while teaching practical money management skills at home.

Insights

May 18, 2026

7 Ways Teaching Kids About Money Builds Future Stewards

Jeff Presley helping Fort Wayne clients plan retirement and define enough for lifestyle and giving

Insights

Retirement Funding

Apr 8, 2026

Retirement Readiness: Defining “Enough” for Your Lifestyle & Giving

Reducing Taxes Through Faith-Based Financial Planning with Mountain Peak

Insights

Mar 14, 2026

Reducing Taxes, Increasing Kingdom Impact

Year-End Giving & Tax Planning for Believers

Insights

Dec 3, 2025

Year-End Giving & Tax Planning for Believers

Charitable Giving: Gratitude & Generosity in Action

Insights

Nov 3, 2025

Charitable Giving: Gratitude & Generosity in Action

Insights

Oct 21, 2025

Why I Became a Financial Advisor

Insights

Feb 15, 2024

Rain, Snow & Ice: 4 Tips For Preventing an Insurance Claim This Winter