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.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Understanding the value of a home warranty.
One of the most common questions people ask about Social Security is when they should start taking benefits.
How to help determine life insurance needs to provide for your family after you pass away.
Calculating your potential Social Security benefit is a three-step process.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Five phases to changing unhealthy behaviors.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Do you have causes that you want to support with donations? Here are three tips.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What if instead of buying that home, you invested that money?
You’ve made investments your whole life. Work with us to help make the most of them.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.