Author: Jonathan Harrison, CFP®

Top Tax Tips for 2016  October 27, 2016 by Jonathan Harrison, CFP®

Many people think about taxes in the Spring (when they’re due) or in December (when it may be too late to do anything meaningful). If you believe you pay too much in taxes, now is the time to make cha

Five Ways Building Wealth is like Running a Marathon  October 24, 2016 by Jonathan Harrison, CFP®

This past weekend, I crossed a major item off my bucket list: I finished my first marathon. The training took months. It affected everything in my life for awhile (as my wife would attest). As I was

2016 Senior Care Symposium  October 3, 2016 by Matt Syverson, CFP®

Navigating the finances and living arrangements for seniors As you journey toward and through your "golden years", are you wondering about how to care for yourself or your aging loved ones? Join us on

Summer celebrations at Sound Stewardship  September 6, 2016 by Sound Stewardship Team

Now that the Olympics are over and school has started, summer is giving way to fall. As the seasons change, we’re happy to update you with all that’s been happening with the crew at Sound Stewardship.

Five Steps to Prevent Investment Fraud  August 30, 2016 by Jonathan Harrison, CFP®

Earlier this August, an accountant here in Overland Park, KS, was sentenced to nine years in prison for embezzling more than $4 million from clients. His case made local news earlier this year when he

Should your donations be used for overhead?  August 23, 2016 by Jonathan Harrison, CFP®

Years ago, a couple came to me because they had received an inheritance and wanted help giving it away. As successful retirees, they already knew that they didn’t need the money for living expenses. T

Does Brexit Matter?  June 29, 2016 by Jonathan Harrison, CFP®

I happened to be in Ireland the day the British voted to leave the European Union. While visiting my wife’s family there, I noticed an interesting phenomenon. The Americans I know are much more worked

Investment Risk Is Not What You Think It Is  June 16, 2016 by Jonathan Harrison, CFP®

Investing and risk are so closely aligned that they may as well be synonyms. Most people, however, significantly misunderstand the risks involved in investing. When risk is used in regards to investi

How To Invest in an Election Year  June 15, 2016 by Jonathan Harrison, CFP®

Our firm serves clients of all political persuasions, but one common question keeps coming up consistently regardless of party: “how should I invest in this election year?” The candidates are now kno

A Christian Response to Market Fears  June 14, 2016 by Jonathan Harrison, CFP®

Economic slowdowns. Job losses. Political hopelessness. Market stagnation. Investors are skittish right now and many are struggling to find any signs for hope. The stock market has lost steam and see