March 31, 2025

In today's show, hosts Shana Burt and Sam Case explore various financial topics in memory of founder Dan Celia. They discuss how politics and company fundamentals can influence investment decisions, emphasizing a long-term ownership approach to stocks. The hosts highlight the importance of disciplined rebalancing for mutual funds, typically once or twice a year, and explore portfolio allocation strategies, including considerations for REITs and real estate companies. In the second half, Seth Udinski and Sam Case shift the discussion toward financial planning for loved ones in case of unexpected death. They highlight a listener's question about managing investments responsibly and introduce options for biblically-aligned financial management. The conversation expands to the March-long trend of sports betting, presenting research on its potential impact on long-term financial stability. Become a Financial Issues Partner today! For $132 a year, you get full access to our stock picks, asset allocation models, and so much more. Join right here! If you believe in and want to support the work of FISM, donate securely today. Today's show is sponsored by Timothy Plan. Learn how you can invest in a God-honoring way through biblically responsible ETFs, mutual funds, and retirement plans. Visit Timothyplan.com for more.