Updates
5 Books to Start your 2020 Out Right
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 audiobook…
Can you guess the past decade’s investment highs and lows?
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 r…
Matt Syverson receives New Horizon Ranch’s Faithful Steward Award
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 ca…
Company Stock Options giving you a headache? Three questions you should answer!
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 …
Giving from your IRA? How Qualified Charitable Distributions work
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 Di…
