Author: Jonathan Harrison, CFP®
What World War I Teaches Us About Managing Money
As we reach the 100th anniversary of the end of World War I (November 11, 1918), I’ve found myself becoming more fascinated with an era that’s relatively unknown to me. Even though I’ve visited …
September’s Financial To-Dos
Each month, we offer suggestions for ways to make regular progress toward your financial goals. Inspired by this list from Morningstar, we hope that by encouraging you to do at least one financial ma…
Don’t Miss Your Biggest Giving Opportunity
At Sound Stewardship, we’re honored to serve a very generous clientele. Most of the families we help have causes they love to support on a regular basis. Yet even among our clients, many have forgot…
Announcing New Sound Stewardship App
We’re excited to announce a new mobile version of Sound Stewardship’s client portal, an award-winning view of your entire financial picture. Using our new iOS and Android app, clients now have fas…
Why You Should Not Invest Like the Uber-Wealthy
I don’t know about you, but I regularly see advertisements and articles promising to help me “unlock the investing secrets of the uber-wealthy.” Then again, my job requires I research investment…
