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Author: Matt Syverson, CFP®

Teens, Tuition and Financial Aid  October 11, 2018 by Matt Syverson, CFP®

We see a typical trend when talking with parents about paying for their students’ college tuition: The method each parent used to fund their own college experience is how they are subconsciously …

Staying Safe, One Year After the Equifax Breach  October 10, 2018 by Matt Syverson, CFP®

Last September, we posted a response to the historic Equifax breach. The breach affected nearly 150 million Americans as hackers had stolen birthdates, Social Security numbers, addresses and driver’…

Principle #5: Stay Afloat with Diversification  September 12, 2018 by Matt Syverson, CFP®

The Sound Stewardship Principles™ are at the heart of how we serve. Recently, we’ve been taking a closer look at each of these principles and sharing what we believe leads to financial success. …

Principle #4: Set Your Sights on a Long-Term Plan  August 15, 2018 by Matt Syverson, CFP®

The Sound Stewardship Principles™ are at the heart of how we serve. Over the last few months, we’ve been looking at each of these principles in greater detail. Here, we continue in our series, tak…

Principle #3: Reserve it for the Unexpected  July 16, 2018 by Matt Syverson, CFP®

The Sound Stewardship Principles™ are at the heart of how we serve. Over the coming months, we will break down each principle in greater detail and examine what leads to financial success. Think …