Author: Jonathan Harrison, CFP®
Make Better Decisions by “Grokking” First
Have you ever had trouble making a decision because you needed to choose between equally good choices?
What if you are weighing two very divergent career paths, both of which could lead to great sa
Principle #6: What are You Waiting For?
The Sound Stewardship Principles™ are at the heart of how we serve. Over the past few months, we've been taking a closer look at each of these time-tested guidelines for long-term financial success.
Teens, Tuition and Financial Aid
We see a typical trend when talking with parents about paying for their students’ college tuition:
The method each parent used to fund their own college experience is how they are subconsciously pl
Staying Safe, One Year After the Equifax Breach
Last September, we posted a response to the historic Equifax breach. The breach affected nearly 150 million Americans as hackers had stolen birthdates, Social Security numbers, addresses and driver’s
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 mai
Principle #5: Stay Afloat with Diversification
The Sound Stewardship Principles™ are at the heart of how we serve. Recently, we’ve been taking a closer look at each of these principles and sharing what we believe leads to financial success.
Ach
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 forgotte
A Summer of Getting Things Done at Sound Stewardship
It’s hard to believe that fall is around the corner! As kids head back to school and weather (hopefully) starts cooling down, our work at Sound Stewardship is only heating up.
As a firm, we continu
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 faster
Principle #4: Set Your Sights on a Long-Term Plan
The Sound Stewardship Principles™ are at the heart of how we serve. Over the last few months, we’ve been looking at each of these principles in greater detail. Here, we continue in our series, taking