Author: Jonathan Harrison, CFP®

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

When you read the words “Regular Budget Meeting,” what do you feel? Panic? Excitement? Instant boredom? Anticipation? Fear? In the next few blog posts, we’re going to explore how a regular budget can

Sound Stewardship’s crowning principle is Give Generously. It’s the goal our first six guiding principles are all building toward. As a team, we try to actively encourage generosity and

It should come as no surprise that the Sound Stewardship team faced new challenges (working from home!) and learned new lessons (working from home, again!) this year. As we enter the Christmas season,

Interest rates are once again at historic lows. Should you refinance your home? You’ve probably seen the headlines about low interest rates or heard friends talking about refinancing. Should you follo