Author: Matt Syverson, CFP®

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

In the last few weeks, we have noticed a surge in identity theft issues. Scammers have unfortunately taken advantage of the COVID-19 crisis and are growing bolder. These are the top 3 iden

If you haven’t been hacked yet, there’s a significant chance you will. The number of people falling prey to identity scams, cyber-attacks, and straight-up theft climbs every year. One troubling truth

As we enter a new phase of pandemic life (the coronavirus is still spreading while our communities try to balance reopening risks and rewards), I want to take a minute to reflect on how COVID-19 has a

Predicting the future is notoriously hard impossible. Despite this, most financial advisors feel daily pressure to prognosticate about what’s to come.  “What is the stock market going to do?”