Author: Sound Stewardship Team

When the COVID-19 outbreak originally broke in December, the markets did not seem to be too concerned. As news of the virus spreads, worry has grown and stocks have declined. Since its all-time record

Just before the end of the year, a little thing called the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law as part of the end-of-year appropriations bill. Most o

Just before the end of the year, a little thing called the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law as part of the end-of-year appropriations bill. Most o

Just before the end of 2019, a little thing called the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law as part of the end-of-year appropriations bill. Most of th

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

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

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

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

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

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