Author: Jonathan Harrison, CFP®

Ten years ago, I made a change that completely shifted the trajectory of my life. I quit my job. I had become increasingly passionate about the profession of financial planning — not just the numbe

Recently, a couple visited our advisors for the first time, seeking guidance on a specific financial challenge. Over time, they had accumulated a significant amount of appreciated company stock, which

The upcoming presidential election is understandably on a lot of people’s minds right now. However, you may be missing another type of vote that has a significant impact on the world around you: proxy

It’s a fact of modern life: We are all susceptible to having our sensitive information stolen and potentially used fraudulently.  It is very important to safeguard your data as much as possible b

It's been an exciting season here at Sound Stewardship! Every year we reflect on the key moments our team has experienced. From celebrating major milestones to expanding our services and expertise, we

It’s unfortunate that the most vulnerable people among us often face the greatest obstacles when navigating the complexities of special needs arrangements. For individuals with disabilities, the very

Market volatility can be unsettling for even the most seasoned investors. The ups and downs of the market can provoke anxiety and prompt impulsive decisions. However, maintaining a steady course is cr

Join us for our next webinar on Thursday, June 20th, when wealth advisor Derek Hensley will discuss Identity Theft Protection plans with Jessie Harting of Zander Insurance. This coverage can

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

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