Author: Sound Stewardship

Did you know that approximately 1 in 5 Americans live with a physical, sensory, or intellectual disability? And when it comes to providing care for individuals with special needs, 1 in 4 households ca

One of the most valuable things our wealth advisors do is help clients plan proactively for taxes. And when people first work with us, they’re often surprised to find out that real tax planning doesn'

At Sound Stewardship, we've always believed investing is more than returns on a statement. It can also be an opportunity to align your resources with your values. That’s why we offer a variety of valu

Every January, I like to step back, examine what happened in the market, and revisit the timeless principles that truly matter for long‑term investing. This year, I’m pulling highlights from J.P. Morg

As I look back on 2025, I’m reminded that the most meaningful client conversations rarely start with market performance. Instead, they begin with the real-life questions and puzzles that clients bring

Few topics are as mysterious as investing. Investing has had an especially prominent place in the American story, being intimately connected with the idea of being “self-made.” But like all legends, r

The new year ushers in a wave of new limits that could influence your financial strategy. Savers maximizing their employer retirement plan contributions will see a new change if they are 50 yea

If you had to give away a million dollars in the next 12 months, how would you do it? No, really. Pause and picture this. How would you go about giving away a million dollars in the next year? W

It's important to stay updated on key financial numbers that can impact your planning and savings strategy. The biggest change this year includes a new 401(k) “Super Catchup” for those who turn age