Author: Sound Stewardship Team

Hope for the 2020s: Why the next 10 years may be the best decade ever  January 29, 2020 by Jonathan Harrison, CFP®

If you’re feeling pessimistic about the future, you’re not alone. It’s not hard to find a reason to worry. Look at any news source, and within minutes you will notice: Political bickering and polar

5 Books to Start your 2020 Out Right  January 24, 2020 by Jonathan Harrison, CFP®

If reading more is your 2020 goal, you might like some book ideas to get you started. Here are a few that I really enjoyed this past year and would recommend. I experienced most of these as audiobooks

Can you guess the past decade’s investment highs and lows?  January 22, 2020 by Jonathan Harrison, CFP®

Every year I like to review my favorite chart, the Asset Quilt. You can see why it’s named that below. Instead of identifying individual investments that did well (or did not), the Asset Quilt rank

Matt Syverson receives New Horizon Ranch’s Faithful Steward Award  December 6, 2019 by Matt Syverson, CFP®

The Sound Stewardship Principles culminate in Principle Seven: Give generously. Generosity is at the very heart of our business. It’s the reason our firm is based on a flat-fee structure—so we can enc

Company Stock Options giving you a headache? Three questions you should answer!  November 1, 2019 by Matt Syverson, CFP®

Whether you’re a new hire negotiating your compensation package or a long-time employee who has never had an intentional strategy for your stock options, you need to pay attention in order to make the

Giving from your IRA? How Qualified Charitable Distributions work  September 25, 2019 by Matt Syverson, CFP®

Are you a generous giver? Do you have an IRA account?  Are you over 70 ½ years old and withdrawing your Required Minimum Distribution (RMD)?  Good news! You can use a Qualified Charitable Distri

Are you qualified? How the QBI deduction works.  September 19, 2019 by Matt Syverson, CFP®

Welcome to fall, the season of back-to-school, bonfires...and business tax deductions.  Yes, it’s time to get serious about a tax projection for 2019, especially if you own a Specified Service Trad

Sound Stewardship’s summer of new additions  September 11, 2019 by Jonathan Harrison, CFP®

The Sound Stewardship team had a busy summer, with various adventures happening almost every week. In the midst of a strong growth year and new families to serve, we have been making a number of updat

Building a faith-based business: My perspective  August 7, 2019 by Matt Syverson, CFP®

Recently, I was asked to share Sound Stewardship’s story with the Unconventional Business Network, a community of leaders who conduct their businesses using biblical principles.  https://vime

Is a downturn inevitable?  July 19, 2019 by Jonathan Harrison, CFP®

This headline from CNN caught my attention: “Forecast says double-dip recession is imminent.” The article quotes a leading forecaster from the Economic Cycle Research Institute: "It's either just b