Author: Sound Stewardship Team

In March, we discussed 10 financial moves you can make in the midst of uncertain times. Today, we want to  dig deeper into #8 on that list: Tax-loss harvesting. If you’re not a hands-on

At Sound Stewardship, we talk quite a bit about contentment. It’s one of our two goals for all of our clients, contentment and confidence, which underpin all our seven principles. As I’ve written befo

A couple months ago, I ran into a friend at church who was back in town for a visit. He and his wife moved out east to be near family after retirement several years ago. I asked him how retirement was

With tensions rising as fast as gas prices, you may be wondering what you should do to protect your assets or make the most of climbing interest rates. Below are 10 practical tips you can do right

As the whole world watches the tragedy in the Ukraine unfold, you may be wondering how you can help. Our friends at the National Christian Foundation put together this list of organizations

Our very first Sound Stewardship Principle is “Live within your means.” This principle is the great leveler! Everybody has to do it, no matter your income, otherwise stuff goes bad fast. If you’ve eve

February 2, 2004: I opened the doors of Sound Stewardship (then called Syverson & Company). All of my financial planning registrations and regulations had come through the Friday before, so I offi

We’ve been keeping close tabs on the new 2022 IRA & 401k updates. There are several changes that could affect your retirement and philanthropic plans in the years to come. We’ll summarize those ne

Wouldn’t it be interesting to have been in the room when big ideas were first presented? Who was it that first had the idea to catalog all the world’s knowledge…using volunteers - like Wikipedia? Or t

After the close of each year, I review how the stock market performed. It’s interesting to rank several types of investments using a report called the “Asset Quilt.” This stacks previous year’s result