Author: Sound Stewardship

As we step into 2025, the investment landscape feels just as uncertain than ever. Concerns about the economy linger, geopolitical tensions dominate headlines, and market valuations remain a hot topic

Are you looking to make this year different with a book that inspires real change? Last year the Sound Stewardship team enjoyed a number of finance and leadership books that have grown and challenged

Ten years ago, I made a change that completely shifted the trajectory of my life. I quit my job. I had become increasingly passionate about the profession of financial planning — not just the numbe

Recently, a couple visited our advisors for the first time, seeking guidance on a specific financial challenge. Over time, they had accumulated a significant amount of appreciated company stock, which

The upcoming presidential election is understandably on a lot of people’s minds right now. However, you may be missing another type of vote that has a significant impact on the world around you: proxy

It’s a fact of modern life: We are all susceptible to having our sensitive information stolen and potentially used fraudulently.  It is very important to safeguard your data as much as possible b

It's been an exciting season here at Sound Stewardship! Every year we reflect on the key moments our team has experienced. From celebrating major milestones to expanding our services and expertise, we

It’s unfortunate that the most vulnerable people among us often face the greatest obstacles when navigating the complexities of special needs arrangements. For individuals with disabilities, the very

Are you getting the best coverage possible? Find out in our webinar!  Join us for our September webinar where Wealth Advisor Derek Hensley will discuss Property & Casualty Insurance with R

Market volatility can be unsettling for even the most seasoned investors. The ups and downs of the market can provoke anxiety and prompt impulsive decisions. However, maintaining a steady course is cr