Insights

How to do a budget meeting both spouses will enjoy  March 10, 2021 by Jonathan Harrison, CFP®

When you read the words “Regular Budget Meeting,” what do you feel? Panic? Excitement? Instant boredom? Anticipation? Fear? In the next few blog posts, we’re going to explore how a regular budget can

Inspiration for end-of-year giving  December 21, 2020 by Jonathan Harrison, CFP®

Sound Stewardship’s crowning principle is Give Generously. It’s the goal our first six guiding principles are all building toward. As a team, we try to actively encourage generosity and

Christmas Update: Lessons from 2020  December 18, 2020 by Jonathan Harrison, CFP®

It should come as no surprise that the Sound Stewardship team faced new challenges (working from home!) and learned new lessons (working from home, again!) this year. As we enter the Christmas season,

Should you refinance now? Answer these questions first.  November 24, 2020 by Jonathan Harrison, CFP®

Interest rates are once again at historic lows. Should you refinance your home? You’ve probably seen the headlines about low interest rates or heard friends talking about refinancing. Should you follo

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