A STEWARD'S VIEW

This important episode kicks off our estate planning series, with a focus on giving. It offers the basics, busts a few myths, and gives actionable tactics for you to follow to begin your estate plan.

Weekly Verse(s):“You also must be ready, because the Son of Man will come at an hour when you do not expect him.” - Luke 12:40, ESV

Fidere Media, LLC is not affiliated with Fidere Advisors, LLC. Content on this site and related linked sites is offered for informational purposes only, and does not represent advice, an offer to transact securities, or a financial planning engagement.

#Estate Planning, #Giving

This week we'll finish our series on Tax-Sensitive Investing, as we look at the timing and benefits of tax loss harvesting. This Q4 opportunity is especially great in volatile years like 2026!

Plus, enjoy the economic and market update that now comes with every ASV episode!

Weekly Verse(s):Tax collectors also came to be baptized and said to him, “Teacher, what shall we do?” - Luke 3:12-13, ESV

Fidere Media, LLC is not affiliated with Fidere Advisors, LLC. Content on this site and related linked sites is offered for informational purposes only, and does not represent advice, an offer to transact securities, or a financial planning engagement.

#TaxLossHarvesting #Investing #FinancialPlanning #StewardsView

In this episode Aaron and Amy discuss the voter mindset and the necessity for Christians to maintain their engagement 365 days / year. Be ready for a refreshing outlook on holding opinions loosely, taking a proactive stance vs. a reactive stance and remembering the heart of Chris and His call to unity, regardless of the election outcome.

Weekly Verse(s):I therefore, a prisoner for the Lord, urge you to walk in a manner worthy of the calling to which you have been called, 2 with all humility and gentleness, with patience, bearing with one another in love, 3 eager to maintain the unity of the Spirit in the bond of peace. 4 There is one body and one Spirit—just as you were called to the one hope that belongs to your call— 5 one Lord, one faith, one baptism, 6 one God and Father of all, who is over all and through all and in all.  - Ephesians 4:1-6, ESV

Fidere Media, LLC is not affiliated with Fidere Advisors, LLC. Content on this site and related linked sites is offered for informational purposes only, and does not represent advice, an offer to transact securities, or a financial planning engagement.

This is a quick check on the economy and markets, to consider recent data, risks, and opportunities for investors. Attention is given to the faulty supply-side economic assertions of a well-known corporate leader, and proper corrections are made.

Please enjoy this brief special!

Daily Verse:

For by him all things were created, in heaven and on earth, visible and invisible, whether thrones or dominions or rulers or authorities—all things were created through him and for him.

- Colossians 1:16, ESV

Fidere Media, LLC is not affiliated with Fidere Advisors, LLC. Content on this site and related linked sites is offered for informational purposes only, and does not represent advice, an offer to transact securities, or a financial planning engagement.

This week we look at the importance of stewarding health decisions. This complex area requires navigation! Join us as Amy Nielsen from Lifestyle Advisors signs onto ASV to offer wisdom and expertise to this unique episode!

Verse(s) of the Week:Or do you not know that your body is a temple of the Holy Spirit within you, whom you have from God? You are not your own, for you were fbought with a price. So glorify God in your body. - 1 Corinthians 6:19-20, ESV

Fidere Media, LLC is not affiliated with Fidere Advisors, LLC. Content on this site and related linked sites is offered for informational purposes only, and does not represent advice, an offer to transact securities, or a financial planning engagement.

Today on this ASV+ Episode, we’ll talk Global growth in 2027, Investment Themes and the outlook, and we’ll tackle this week’s core content (Tax Sensitive Investing – Part 2)… all about the tax treatment of various account types.

Weekly verse:

Then he said to them, “Therefore render to Caesar the things that are Caesar's, and to God the things that are God's.” - Matthew 22:21, ESV

Fidere Media, LLC is not affiliated with Fidere Advisors, LLC. Content on this site and related linked sites is offered for informational purposes only, and does not represent advice, an offer to transact securities, or a financial planning engagement.

This week we seek to enhance results by drilling all the way into holdings, and consider the different tax treatments of holdings. We rank from worst to best, the various options that investors have at their disposal. Enjoy this episode, as Amy Martin makes her first impact on the ASV studio!

Verses of the week: For because of this you also pay taxes, for the authorities are ministers of God, attending to this very thing. Pay to all what is owed to them: taxes to whom taxes are owed, revenue to whom revenue is owed, respect to whom respect is owed, honor to whom honor is owed.

Romans 13:6-7, ESV

Fidere Media, LLC is not affiliated with Fidere Advisors, LLC. Content on this site and related linked sites is offered for informational purposes only, and does not represent advice, an offer to transact securities, or a financial planning engagement.

Fresh off our Labor Day episode – “The Biggest Financial Decision” – this ASV will look at total return investing, fees, aggregation, and value.  We’ll do some mythbusting around fees, and around aggregation and then consolidation of assets.  We’ll even help you measure the value of your allocation. 

Weekly Verse:

Your word is a lamp for my feet, a light on my path

- Psalm 119:105, ESV

Fidere Media, LLC is not affiliated with Fidere Advisors, LLC. Content on this site and related linked sites is offered for informational purposes only, and does not represent advice, an offer to transact securities, or a financial planning engagement.

Today on this special ASV, we’ll examine the biggest decision you can make – the decision to hire a financial professional. We’ll sort through some of the confusion (including descriptions and phrases used to identify the professionals available), consider what is being advised, and land on the 5 types of financial offices or services (and of course there are combinations).   In the end, we’ll offer clarity around this major decision about where, when, and whom to engage.

Weekly Verse(s):

... But one thing I do: forgetting what lies

behind and straining forward to what lies ahead, I press on toward the goal for the prize of the upward call of God in Christ Jesus.

- Philippians 3:13-14

Fidere Media, LLC is not affiliated with Fidere Advisors, LLC. Content on this site and related linked sites is offered for informational purposes only, and does not represent advice, an offer to transact securities, or a financial planning engagement.

Today on this special ASV, we’ll double down on our August 17th episode, and continue looking at the economy, with a twist.  We’ll consider the 6-year bear market for bonds, and the shape of the yield curve today, as well as some of the noise surrounding it.

Weekly Verses:

But those who desire to be rich fall into temptation, into a snare, into many senseless and harmful desires that plunge people into ruin and destruction. For the love of money is a root of all kinds of evils. It is through this craving that some have wandered away from the faith and pierced themselves with many pangs.

- 1 Timothy 6:9-10 (ESV)

Fidere Media, LLC is not affiliated with Fidere Advisors, LLC. Content on this site and related linked sites is offered for informational purposes only, and does not represent advice, an offer to transact securities, or a financial planning engagement.