Golden Rule Wealth Advisory

Golden Rule Wealth Advisory We specialize in helping clients align their investment choices and strategies with their faith convictions through Biblically Faithful Investing.

We help investors multiply assets and generate income—guided by the Golden Rule! My Biography:

Entered the Financial Planning industry: 2003

Certified Financial Planner™: 2012

Certified Kingdom Advisor®: 2016

G.A Repple Planned Giving Consultant: 2018

Professional licenses include the Series 7 & 66, Life, Accident & Health (including Disability and Long-Term Care), and Variable Annuity

When was the last time you paid yourself first?
09/07/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

The savings rate is the government’s estimate of how much U.S. households are saving.
09/05/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
09/02/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
08/31/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
08/29/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

M0 is the total of all physical currency worldwide. What’s it look like?
08/26/2026

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

How much is enough for your emergency fund?
08/24/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Are your passwords easy to crack or difficult to decipher? Test your knowledge.
08/22/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
08/19/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

Address

107 Cass Street, Suite D
Traverse City, MI
49684

Opening Hours

Monday 10am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

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