Author: Jonathan Harrison, CFP®

‘Tis the season (already!) for evaluating your 2021 generosity practices and making solid year-end charitable giving decisions. Are you on track to meet your goals? We are currently helping clien

Most of us grit our teeth through tax season...and then try to forget all about it until next April. As your friendly neighborhood wealth advisors, it’s our job to remind you that the annual head

Each year the Sound Stewardship team likes to give a brief update of what our families have been up to. Although the pandemic is not over yet, some parts of life are getting back on track.  As

At Sound Stewardship, we’re passionate about guiding our clients toward confidence and contentment through faithful financial decision making. We get a lot of questions surrounding that “faithful” par

We’ve been hearing one question over and over again in the past few weeks: “How will my investments be affected if inflation kicks in?” We’re glad you asked, because we’ve been training for this! J

Over the past year and a half, we’ve all gone through a lot of disruption. Most of us have had many opportunities to ask ourselves: Is this really how we want to live? Periodically taking stock of you

When my clients in their late eighties unanimously ask if they should buy Bitcoin, it’s probably time we should address the question. Should you invest in Bitcoin? There’s no escaping the Bitcoin q

I frequently have conversations with people about money. It’s the defining function of my job. Some people have a lot of money that they want to live off of. Others have just a little and want to grow

Sound Stewardship is hiring another Client Care Associate to expand our team. This position is a great first step in a financial planning career. Our Associates provide stellar service to clients, wor

If you’re single, how often do you have a budget check-in meeting? And whom do you meet with (besides yourself)? More than a third of our clients are one-person households; these solo-budgeters have c