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.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Bonds may outperform stocks one year only to have stocks rebound the next.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Smart investors take the time to separate emotion from fact.
When should you take your Social Security benefit?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.