Our Solemn Promise to You
Without a roadmap, the path toward your financial goals and ideal retirement can be difficult and full of obstacles. Having a personalized financial strategy, along with a knowledgeable team offering support, may help make the road ahead less strenuous.
At Covenant Investments & Management, we want to help you create a personalized financial roadmap designed to guide you to your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. We are committed to serving as your go-to financial advisor and an advocate you know is working hard for you. From socially responsible investing, which includes Biblically responsible investing, to comprehensive financial planning and charitable giving planning, we offer a wide range of services that we tailor to your unique needs and values.
Based in Marion, Indiana we work with clients in the greater Fort Wayne and Indianapolis areas and throughout the state. In everything we do, our goal is to humbly and passionately serve you by nurturing lifelong relationships built on trust and performance. Contact us to get started.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Simple steps may help you foil hackers and protect your privacy.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
A look inside the U.S. government's statistics on household net worth.
It's important to understand the pros and cons when considering a prepaid debit card.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Are you ready for retirement? Here are five words you should consider.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There’s an alarming difference between perception and reality for current and future retirees.
$1 million in a diversified portfolio could help finance part of your retirement.