Author: Matt Syverson, CFP®

The last couple years of market swings (significantly down in 2022 then an upbeat rebound in 2023) has left many investors feeling confused. In our climate of global & political turmoil, the prosp

Will your estate plan do what you hope it will? It's not enough to have some documents in a dusty binder, filed away for later. Additional steps need to be taken to secure your financial legacy and en

Estate planning often gets tucked away in the corners of our minds, filed under the category of "important but not urgent." It’s one of those things we’ll get around to some day. Unfortunately, neglec

Every year we like to publish this chart we affectionately call the "Asset Quilt." It ranks different investment types from best to worst, showing the last 10 years worth of results. The farthest righ

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

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

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

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

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

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