Author: Jonathan Harrison, CFP®

Having an accurate and up-to-date net worth is an important part of what your advisor needs to help you navigate your finances. Within the Sound Stewardship Tamarac portal, you can update the most cur

What if one of the most proven paths to a more fulfilled life isn't earning more, but giving more? There's a counterintuitive truth at the heart of a generous life: the more you give, the more you rec

When working with clients on spending and cash flow, they often ask what budgeting app is the best one to use. The reality is that budgeting apps aren’t one-size-fits-all. What’s important is finding

If you’ve looked at your investments recently, you’ve probably winced. There’s a lot of concern amidst stock market swings and increased gas prices. This may feel like déjà vu: last year it was the

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