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Author: Jonathan Harrison, CFP®

How to invest this election year  March 1, 2024 By Jonathan Harrison, CFP®

The last couple years of market swings (significantly down in 2022 then an upbeat rebound in 2023) …

Top 10 Estate Planning Mistakes to Avoid  January 26, 2024 by Jonathan Harrison, CFP®

Estate planning often gets tucked away in the corners of our minds, filed under the category of "important but not urgent." It’s one of those things we’ll get around to some day. Unfortunately, n…

The Best and Worst Investments of the Last 10 Years  January 8, 2024 by Jonathan Harrison, CFP®

Every year we like to publish this chart we affectionately call the "Asset Quilt." It ranks different investment types from best to worst, showing the last 10 years worth of results. The farthest rig…

Where the Sound Stewardship Team Gave in 2023  December 20, 2023 by Jonathan Harrison, CFP®

We strive to weave our Sound Stewardship Principles into every financial decision. Our capstone principle, give generously, is our favorite to see in action. The joy that comes from giving – and he…

Introducing Our Enhanced Faith-Driven Portfolios: Aligning Values with Investing  October 27, 2023 by Jonathan Harrison, CFP®

At Sound Stewardship, we've always believed that investing is more than just about your financial goals. Your investing can also be a way to live out your values. That’s why we offer a variety of v…