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Covenant Wealth Strategies Blog

Happy Thanksgiving! 

Happy Thanksgiving! 

On behalf of Covenant Wealth Strategies, we would like to wish you and your family a wonderful Thanksgiving!

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Veteran's Day - November 11, 2022

Veteran's Day - November 11, 2022

We honor the bravery and sacrifice of those who have served America in the armed forces. 

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3rd Quarter GDP Growth

3rd Quarter GDP Growth

After two consecutive quarters of negative growth, the U.S. economy grew at a 2.6% annualized rate in the third quarter, driven by a resilient consumer sector.

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Dan Crisona Earns His AIF® Designation

Dan Crisona Earns His AIF® Designation

The AIF® is a distinguished designation in the financial services industry. 

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Ward Keever Recognized As A 5 Star Wealth Advisor

Ward Keever Recognized As A 5 Star Wealth Advisor

The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in North America. 

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How Will Your Write Your Retirement Story?

How Will Your Write Your Retirement Story?

"Plan for the future because that is going
to be where you spend the rest of your life."
- Mark Twain
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Charitable Bunching: A Strategy To Help Your Dollars Go Further

Charitable Bunching: A Strategy To Help Your Dollars Go Further

With only a few months left to 2022, it's time to think about charitable giving and ways to stretch your dollars.

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The Reality of Retirement

The Reality of Retirement

Instead of planning for ‘retirement’ as a single state, it may be beneficial to reframe the conversation to reflect a four-phased concept of retirement. 

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How Markets Respond To Drawdowns

How Markets Respond To Drawdowns

From looking at history, the more the S&P 500 is down, the better it does in the next year on average.

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Navigating Market Volatility

Navigating Market Volatility

It’s been a rough few weeks for the stock market.  It is important to remember that good investment decisions see beyond the current circumstances.

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Bill Lloyd Earns His CRPC Designation

Bill Lloyd Earns His CRPC Designation

The CRPC® is a professional financial planning designation that recognizes financial advisors as specialists in helping clients prepare for retirement.

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Medicare Open Enrollment Resources

Medicare Open Enrollment Resources

Medicare open enrollment is from October 15th - December 7th this year for Medicare coverage in 2023. 

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