Author: Sound Stewardship Team

Fraud alert! These identity scams are on the rise  October 30, 2020 by Jonathan Harrison, CFP®

In the last few weeks, we have noticed a surge in identity theft issues. Scammers have unfortunately taken advantage of the COVID-19 crisis and are growing bolder. These are the top 3 iden

How to Protect Yourself from Fraud & Identity Theft  October 29, 2020 by Jonathan Harrison, CFP®

If you haven’t been hacked yet, there’s a significant chance you will. The number of people falling prey to identity scams, cyber-attacks, and straight-up theft climbs every year. One troubling truth

Preparing for the Unprecedented: Thoughts on the Pandemic so far  July 15, 2020 by Matt Syverson, CFP®

As we enter a new phase of pandemic life (the coronavirus is still spreading while our communities try to balance reopening risks and rewards), I want to take a minute to reflect on how COVID-19 has a

The market has gone up; is it about to come down?  July 13, 2020 by Jonathan Harrison, CFP®

Predicting the future is notoriously hard impossible. Despite this, most financial advisors feel daily pressure to prognosticate about what’s to come.  “What is the stock market going to do?”

New ways of working. Same passion for serving.  July 2, 2020 by Sound Stewardship Team

Summer is here, though it’s unlike any summer we’ve had before! The Sound Stewardship team continues working remotely. Right now we are serving clients via phone, email, and Zoom meetings. Bec

How to “glamp” without breaking the bank  May 21, 2020 by Matt Syverson, CFP®

At Sound Stewardship, we’re always advocating for innovative ways to live within your means while enjoying a rewarding life. For many people, travel is an essential part of a full life, but

How coronavirus is accelerating the coming biotech revolution  May 20, 2020 by Jonathan Harrison, CFP®

Early in the year, I felt so optimistic I wrote Hope for the 2020s: Why the next 10 years may be the best decade ever. I covered some of the progress that happened during the past decade— incredi

It’s not too late to save on 2019’s taxes  May 13, 2020 by Matt Syverson, CFP®

The Coronavirus Crisis and the resulting CARES Act have created an unprecedented tax season. In addition to extended filing deadlines, several relief measures could directly affect your 2019 taxes.

7 Smart Tax Planning Moves for 2020  May 1, 2020 by Matt Syverson, CFP®

The Coronavirus Crisis and the resulting CARES Act have created an unprecedented tax season. In addition to extended filing deadlines, several relief measures will directly affect your 2019 and 2020 t

10 Proactive Money Steps for these Crazy Times  April 7, 2020 by Jonathan Harrison, CFP®

A major challenge of being in a global crisis is sensing a lack of control. As the coronavirus pandemic has swept across countries, outside authorities have restricted our usual routines. Most of us h