Author: Jonathan Harrison, CFP®

Inspired by Morningstar’s Financial To-Do List, we’re offering a few tasks each month for tackling what can seem like an overwhelming project: getting or keeping your financial house in order. By focu

A recent Wall Street Journal article, “Personal-Finance Lessons From the Ultrawealthy,” surprised many with one of its key lessons from the richest investors: keep cash handy. Many incorrectly assume

The Syversons and Sound Stewardship were recently highlighted by our friends at Fervor. For instance, did you know that Matt was a jazz major for part of his college experience? Head over to their we

Inspired by Morningstar’s Financial To-Do List, we’re offering a few tasks each month for tackling what can seem like an overwhelming project: getting or keeping your financial house in order. By foc

You may have heard on the news that the Dow Jones Industrial Average hit 20,000 today. What does this mean? Should this matter to you? Often called “the Dow,” this index is a list of 30 major US comp

Inspired by Morningstar, we’re offering a few tasks each month for tackling what can seem like an overwhelming project: getting or keeping your financial house in order. By focusing on just a few tas

2016 was the year that I finally got to read as much as I’ve always wanted to. How? The answer lies in audiobooks. Commute time and boring chores, when paired with audiobooks, became opportunities to

What do you want to accomplish in your financial life during this new year? Do you need to get a better handle on your investments? Get out of debt? Change your spending? Switch advisors? Create a pla

If you have money in a retirement plan at a previous employer, what should you do with it? Assuming your balance is in a plan like a 401(k) or 403(b) defined contribution plan, you have three basic ch

No one wants to make a charity worse off, especially those who are giving large donations. Yet this is exactly what Dale was afraid he was doing. Dale was a successful business owner in Portland, Ore