Insights

Ways to help the people of Ukraine  March 15, 2022 by Jonathan Harrison, CFP®

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

Budgeting for retirement? Here are 3 apps that can help!  February 17, 2022 by Matt Syverson, CFP®

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

18 years of strong relationships and proven principles  February 16, 2022 by Matt Syverson, CFP®

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

Why 2022 IRA & 401k updates could change your retirement plan  January 22, 2022 by Matt Syverson, CFP®

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

Finding Financial Health – Your 2022 Financial Planning Checklist  January 19, 2022 by Jonathan Harrison, CFP®

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

Which investment strategies worked best in 2021? And which will work for 2022?  January 11, 2022 by Jonathan Harrison, CFP®

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

Monthly Financial To-Dos  January 2, 2022 by Jonathan Harrison, CFP®

Resolutions are notoriously short-lived. So the key to actually making meaningful progress is to plan your course over the next 12 months. We’ve put together a list of quick things you can do to ke

Reflecting on Abundance During Thanksgiving  November 25, 2021 by Sound Stewardship Team

Thanksgiving is usually a time to reflect on the past year and all the things we are thankful for. But what if we went deeper than that? What if our focus was not only on what we are thankful for, but

Sound Stewardship’s Generosity Goal: Give away $500K by 2029  November 22, 2021 by Matt Syverson, CFP®

As we approach the end of 2021, Sound Stewardship is excited to share that we've contributed another $40,000 to the Sound Stewardship Foundation, bringing our corporate philanthropy total to

The 7 financial planning practices needed to get you through hard times  November 18, 2021 by Jonathan Harrison, CFP®

Recently, clients, worried by a swirl of conflicting financial news, asked me how my perspective as a Christian changes the financial advice I give. I reminded them that Sound Stew