Covenant Wealth Strategies Blog

Our Covenant Wealth Strategies team recently gathered in Kennett Square, PA for our annual team retreat, followed by a ribbon cutting and open house to officially celebrate our new office. It was a meaningful day and an exciting milestone for Covenant Wealth Strategies.

The Federal Reserve raised its benchmark interest rate by 0.25% this month, bringing its target range to 3.75%–4.00%. This marks the first interest rate increase since 2023.

As the election draws closer, questions naturally arise about what the outcome could mean for the markets and long-term financial planning.

We’re getting closer to officially celebrating our third Covenant Wealth Strategies office in Kennett Square, PA! We hope you’ll join us for this exciting milestone, including an official ribbon cutting ceremony with the Southern Chester County Chamber of Commerce.

Energy prices have been an important part of the inflation picture in 2026 as the conflict in Iran continues. While recent data shows some improvement in inflation, higher oil and gasoline prices continue to influence the headline numbers.

Every business has a value, yet many owners don't know what their business is worth.

The CPFA® designation is for financial professionals who work with retirement plans and the businesses that sponsor them.

This expansion allows us to bring our personalized approach to wealth management even closer to many of our clients who live, work, and own businesses throughout Chester County and the surrounding communities.

The ChFC is an industry-recognized mark of excellence that demonstrates a financial advisor’s breadth and depth of knowledge in the most important areas of financial planning

The Fourth of July is a time to celebrate the freedoms we enjoy and to appreciate the people and principles that have shaped our nation.

6/18/26 - Juneteenth is a celebration of freedom, marking the day when slavery was constitutionally abolished in the United States.

6/12/26 - Investors received two closely watched inflation reports this week that provided important insight into the current economic environment and the potential path of interest rates.

Many victims report that the situation seemed legitimate at the time, only recognizing the warning signs after the interaction had occurred.

5/29/26 - Proactive planning remains one of the most meaningful gifts that families can provide to the next generation. Preparing early can help create greater flexibility and confidence when future educational opportunities arise.

5/18/26 - Ayden brings a positive attitude, strong work ethic, and a genuine passion for serving others, while contributing thoughtfully to both our team and client experience.

5/15/26 - Whether you're a graduate, a parent, a grandparent, or a mentor, this is a moment worth honoring — and a perfect time to share practical wisdom for the journey ahead.

5/1/26 - The annual ranking spotlights the nation’s top-performing advisors.

We invite you to watch as Ward Keever and Dave Walker from our team openly share how legacy, and heritage planning go beyond financial matters to create lasting meaning for the families we serve.

It is inevitable that at some point in the future, the ownership of your business will change - either by choice or by force. Without a clear plan for the future, business owners risk leaving significant value on the table.