Insights

A Season of Milestones and Growth at Sound Stewardship  October 10, 2024 by Sound Stewardship Team

It's been an exciting season here at Sound Stewardship! Every year we reflect on the key moments our team has experienced. From celebrating major milestones to expanding our services and expertise, we

Using ABLE Accounts and Special Needs Trusts  October 7, 2024 by Matt Syverson, CFP®

It’s unfortunate that the most vulnerable people among us often face the greatest obstacles when navigating the complexities of special needs arrangements. For individuals with disabilities, the very

Top Mistakes Investors Make in Big Market Swings  August 7, 2024 by Jonathan Harrison, CFP®

Market volatility can be unsettling for even the most seasoned investors. The ups and downs of the market can provoke anxiety and prompt impulsive decisions. However, maintaining a steady course is cr

Understanding Identity Theft Protection with Zander  June 1, 2024 by Sound Stewardship Team

Join us for our next webinar on Thursday, June 20th, when wealth advisor Derek Hensley will discuss Identity Theft Protection plans with Jessie Harting of Zander Insurance. This coverage can

How to deal with financial worry  May 16, 2024 by Kristin Schroeder, CFP®

May is Mental Health Awareness Month, and unsurprisingly, there is a strong correlation betweenfinances and anxiety. A recent Bankrate survey revealed that 52 percent of Americans name money asthe top

20th Anniversary Open House  April 28, 2024 by Sound Stewardship Team

You're invited! This year is a big year for Sound Stewardship, and we want to celebrate with you! 20TH ANNIVERSARY OPEN HOUSEThursday, May 2, from 3:30-6:00pm9101 W. 110th Street, Ste 150Overland P

Timeless Truths for Investing  April 25, 2024 by Sound Stewardship Team

Join us for our April webinar with Sound Stewardship's Derek Hensley & Eventide's Jacob Seif. We are going to have a great discussion on what we believe are the timeless principles that have serve

Navigating Kansas City Real Estate  March 21, 2024 by Sound Stewardship Team

What do you need to know about the current Kansas City housing market? You can’t just rely on the national headlines to understand local real estate. Join us for our March webinar with wealth advis

How to invest this election year  March 1, 2024 by Jonathan Harrison, CFP®

The last couple years of market swings (significantly down in 2022 then an upbeat rebound in 2023) has left many investors feeling confused. In our climate of global & political turmoil, the prosp

Common Estate Planning Mistakes  February 6, 2024 by Sound Stewardship Team

Will your estate plan do what you hope it will? It's not enough to have some documents in a dusty binder, filed away for later. Additional steps need to be taken to secure your financial legacy and en