Author: Matt Syverson, CFP®

Cultivating the art of contentment  December 20, 2017 by Jonathan Harrison, CFP®

Contentment is not a superpower; it’s an art. Anyone and everyone has the ability to learn contentment. But the art must be cultivated. As an art form, contentment is less like watercolors than it

December’s Financial To-Dos  December 8, 2017 by Jonathan Harrison, CFP®

Each month this year, we have offered suggestions for ways to chip away at your financial goals. By doing at least one thing each month, you can make significant progress. We wrap up the year with ref

November’s Financial To-Dos  November 7, 2017 by Jonathan Harrison, CFP®

Each month, we offer suggestions for ways to chip away at your financial goals. The idea is that by doing at least one thing each month, you can make significant progress. Review your health insurance

October’s Financial To-Dos  October 12, 2017 by Jonathan Harrison, CFP®

Each month, we offer suggestions for ways to chip away at your financial goals. The idea is that by doing at least one thing each month, you can make significant progress. This month we turn toward y

How to Argue With Your Spouse About Money  October 3, 2017 by Jonathan Harrison, CFP®

It’s Friday afternoon, and I’m wrapping up an email as I get ready to head home. The phone rings and it’s a client on the other end of the line: “We’re having a money ‘discussion’ and we want your opi

Why Every Couple Should Argue About Money  September 25, 2017 by Jonathan Harrison, CFP®

Chances are, you and your spouse have a major money issue you argue about occasionally. For some couples, maybe it’s more than occasionally. These “discussions” may seem fruitless now, because you nev

How aggressive should your investments be?  September 22, 2017 by Jonathan Harrison, CFP®

When designing your personal investment strategy, one of the most important questions you need to answer is, “How aggressive should my portfolio be?” The answer is usually given in terms of asset allo

Our response to the Equifax data breach  September 15, 2017 by Sound Stewardship Team

The news recently broke that Equifax, one of the big 3 credit bureaus, was hacked. It’s possible that 143 million people in the US (almost 60%) had their personal information stolen: birthdates, Socia

August’s Financial To-Dos  August 21, 2017 by Jonathan Harrison, CFP®

Each month, we offer suggestions for ways to chip away at your financial goals. The idea is that doing at least one thing each month, you can make significant progress. This month, consider focusing

Will you ever be content?  August 17, 2017 by Jonathan Harrison, CFP®

In 2014, a Harvard Business School professor surveyed the wealthiest clients of a large investment bank. He wanted to find out if their riches had brought them a greater level of happiness and content