Author: Matt Syverson, CFP®

Weathering Economic Storms  March 14, 2025 by Jonathan Harrison, CFP®

I remember the most beautiful storm I’ve ever seen. Off in the distance, above the waters, a tumultuous bank of clouds looked ominous. Gray, diffused light shone from behind the clouds, reminding me t

4 Money Mindsets & the Key to Financial Success  February 13, 2025 by Jonathan Harrison, CFP®

Imagine sitting down to watch a play. The lights dim, the audience hushes, and the first actor strides on stage, launching into a gripping murder-mystery set during World War II. But then, out of nowh

Numbers You Need to Know for 2025  January 8, 2025 by Jonathan Harrison, CFP®

As we enter 2025, it’s important to stay updated on key financial numbers that can impact your planning and savings strategy.  The biggest change this year includes a new 401(k) “Super Catchup

The Right Way to Invest in 2025  January 7, 2025 by Jonathan Harrison, CFP®

As we step into 2025, the investment landscape feels just as uncertain than ever. Concerns about the economy linger, geopolitical tensions dominate headlines, and market valuations remain a hot topic

5 Incredible Books to Transform 2025  January 6, 2025 by Kristin Schroeder, CFP®

Are you looking to make this year different with a book that inspires real change? Last year the Sound Stewardship team enjoyed a number of finance and leadership books that have grown and challenged

What Will You Thank Yourself for in 10 Years?  January 5, 2025 by 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

Unlock Tax Savings and Maximize Giving by Donating Stock or Mutual Funds to Charity  December 2, 2024 by Derek Hensley, CFP®

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

Don’t Miss Out: The Other Vote You Could Be Casting  October 28, 2024 by Jonathan Harrison, CFP®

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

Protect your credit: Freeze it!  October 17, 2024 by Joel Reimer, CFP®

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

A Season of Milestones and Growth at Sound Stewardship  October 10, 2024 by Sound Stewardship Team

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