Rachel McDonough - Wealth Squared

06/19/2023

“Love is patient, love is kind. It does not envy, it does not boast…” We’ve all heard that famous “love passage” from I Corinthians 13 at weddings, but can love inform us about the way we invest?

Listen to our interview on FaithFi: Faith & Finance radio to find out.

“Love is patient, love is kind. It does not envy, it does not boast… ” We’ve all heard the famous “love passage” from I Corinthians 13 at weddings, but can love inform the way we invest? We’ll explore this concept with Rachel McDonough.

03/21/2023

Thanks FaithFi: Faith & Finance Radio for having me on the show to unpack how financial planning helps us find God's purpose in each season.
https://lnkd.in/gCBmMqXf

03/20/2023

When considering an investment, we tend to first ask questions like these:
· “How much return can I expect?” 📈
· “What risk do I need to take to get that return?” 📊
· “How long will my capital be locked up?” 📅
· “What are the fees?”

These questions are important. They sum up what is essentially the 🧠HEAD🧠 approach to investing. Of course, we should apply our logic and intellect to the investment process!

But we often forget to ask questions like these:
· “What are the impacts of this investment on other people?" 👩‍🔧
· “With this capital, do I need to prioritize profit or can I afford to pursue deep impact?” ⚖
· “Is this investment a way for me to love my neighbor?” 🌍
· “Does this investment add meaning to my money?"
· “Am I joyful and passionate about how I invest?"

Let's give your ❤️HEART❤️ a seat at the table. It's important too. It is you.

12/08/2022

We've opened a lovely new office in downtown Hudson, WI.
Come help us celebrate and enjoy some food, fellowship, and prizes in our beautiful, historic building.

09/22/2022

This Moneywise interview aired at a timely moment. Find out how tapping into our emotions in our investing might actually help (not hurt) during a bear market.

https://lnkd.in/d4rQvJaP
MoneyWise Media

08/30/2022

I enjoyed sitting down with Joanna Meyer to talk about faith, family, work, and pursuing wholeness instead of "balance." (Now, God help me to fully practice what I've preached!!)

The structures and rhythms of work have changed drastically in the past five years. And while the shift to a hybrid work model has helped some workers, it has also brought workplace pressures into our homes. In this episode, Joanna Meyer talks with Rachel McDonough, a Certified Financial Planner™ ...

08/26/2022

I enjoyed talking with Jeff Shafer, CEO of CommonGood Capital about driving kingdom impact through investing.

Jeff Shafer, CEO of CommonGood Capital, is joined by Rachel McDonough, Founder of Wealthfluence and Advisor with Wealth Squared (a team with EverSource Wealth Advisors), an author and financial advisor who is passionate about helping people integrate their values into their investment and financi...

08/04/2022

I'm thankful to have my most recent article on investing published today at Christian Post. I believe investors who take the time to understand how their investments align with their values can experience greater confidence during downturns. What do you think?

Are our emotions always a bad thing when it comes to investing And is it possible or wise to turn them off when it comes to something as significant as investing our life s savings

05/11/2022

5-minute reminder of what matters most to values-based investors during times of market volatility.

5-minute update on inflation, down markets, and values-based investingWealth Squared is an advisory team under EverSource Wealth Advisors RIA.Past performanc...