Author: Matt Syverson, CFP®

Where the Sound Stewardship Team Gave in 2023  December 20, 2023 by Jonathan Harrison, CFP®

We strive to weave our Sound Stewardship Principles into every financial decision. Our capstone principle, give generously, is our favorite to see in action. The joy that comes from giving – and helpi

Enjoy tax-free IRA distributions with the impact of QCDs   November 28, 2023 by Matt Syverson, CFP®

For decades you’ve given generously to your favorite charities while faithfully saving into your 401k or IRA.  So, it's normal to experience some whiplash when a financial advisor tells you it’d

Introducing Our Enhanced Faith-Driven Portfolios: Aligning Values with Investing  October 27, 2023 by Jonathan Harrison, CFP®

At Sound Stewardship, we've always believed that investing is more than just about your financial goals. Your investing can also be a way to live out your values. That’s why we offer a variety of valu

A Summer on the Move at Sound Stewardship!  September 26, 2023 by Sound Stewardship Team

In the midst of our "Big Move" the team at Sound Stewardship still had plenty of time for fun and adventure this summer. As the days grew longer and the temperatures soared, our team embarked on a

We’re Moving In!  August 28, 2023 by Sound Stewardship Team

After working remotely all summer, the Sound Stewardship team is excited to be moving into our new office the first week of September! There are still some finishing touches being made over the next m

Helping Kids Develop Healthy Money Habits  August 28, 2023 by Jonathan Harrison, CFP®

What were your earliest memories about money? Maybe it was your first job or your first time saving to buy something you really wanted. Or maybe it was not a happy memory, and your family struggled

Striking Gold: A Wise Investor’s Handbook for Buying and Owning Gold  July 3, 2023 by Joel Reimer, CFP®

We often are asked by clients, usually after seeing an ad for gold, whether they should have more gold in their portfolio. With its long-standing value and ability to act as a hedge against inflation

7 struggles of the wealthy and how to face them with faith  June 26, 2023 by Matt Syverson, CFP®

We offer comprehensive wealth management for a wide variety of clients at Sound Stewardship, and some of them have levels of wealth that they’d never be able to consume during their lifetime. Does it

4 Mistakes Families Make That Increase the Cost of College  May 26, 2023 by Sound Stewardship Team

This guest post is by College Inside Track, whose passion is to help students navigate the complicated college selection process, find the right fit and get the best price at schools they consider. Fa

The Top 6 (Non-Financial) Mistakes to Avoid in Retirement  May 18, 2023 by Sound Stewardship Team

If you Google “mistakes in retirement”, all the top hits are about money, applying for benefits, and the like. We believe it's absolutely critical to have a solid financial plan for your retirement (a