Author: Jonathan Harrison, CFP®

How to deal with financial worry  May 16, 2024 by Kristin Schroeder, CFP®

May is Mental Health Awareness Month, and unsurprisingly, there is a strong correlation betweenfinances and anxiety. A recent Bankrate survey revealed that 52 percent of Americans name money asthe top

20th Anniversary Open House  April 28, 2024 by Sound Stewardship Team

You're invited! This year is a big year for Sound Stewardship, and we want to celebrate with you! 20TH ANNIVERSARY OPEN HOUSEThursday, May 2, from 3:30-6:00pm9101 W. 110th Street, Ste 150Overland P

Timeless Truths for Investing  April 25, 2024 by Sound Stewardship Team

Join us for our April webinar with Sound Stewardship's Derek Hensley & Eventide's Jacob Seif. We are going to have a great discussion on what we believe are the timeless principles that have serve

Navigating Kansas City Real Estate  March 21, 2024 by Sound Stewardship Team

What do you need to know about the current Kansas City housing market? You can’t just rely on the national headlines to understand local real estate. Join us for our March webinar with wealth advis

How to invest this election year  March 1, 2024 by Jonathan Harrison, CFP®

The last couple years of market swings (significantly down in 2022 then an upbeat rebound in 2023) has left many investors feeling confused. In our climate of global & political turmoil, the prosp

Common Estate Planning Mistakes  February 6, 2024 by Sound Stewardship Team

Will your estate plan do what you hope it will? It's not enough to have some documents in a dusty binder, filed away for later. Additional steps need to be taken to secure your financial legacy and en

Top 10 Estate Planning Mistakes to Avoid  January 26, 2024 by Jonathan Harrison, CFP®

Estate planning often gets tucked away in the corners of our minds, filed under the category of "important but not urgent." It’s one of those things we’ll get around to some day. Unfortunately, neglec

The Best and Worst Investments of the Last 10 Years  January 8, 2024 by Jonathan Harrison, CFP®

Every year we like to publish this chart we affectionately call the "Asset Quilt." It ranks different investment types from best to worst, showing the last 10 years worth of results. The farthest righ

Where the Sound Stewardship Team Gave in 2023  December 20, 2023 by Jonathan Harrison, CFP®

We strive to weave our Sound Stewardship Principles into every financial decision. Our capstone principle, give generously, is our favorite to see in action. The joy that comes from giving – and helpi

Enjoy tax-free IRA distributions with the impact of QCDs   November 28, 2023 by Matt Syverson, CFP®

For decades you’ve given generously to your favorite charities while faithfully saving into your 401k or IRA.  So, it's normal to experience some whiplash when a financial advisor tells you it’d