Updates
A Summer of Getting Things Done at Sound Stewardship
It’s hard to believe that fall is around the corner! As kids head back to school and weather (hopefully) starts cooling down, our work at Sound Stewardship is only heating up.
As a firm, we conti…
Announcing New Sound Stewardship App
We’re excited to announce a new mobile version of Sound Stewardship’s client portal, an award-winning view of your entire financial picture. Using our new iOS and Android app, clients now have fas…
Principle #4: Set Your Sights on a Long-Term Plan
The Sound Stewardship Principles™ are at the heart of how we serve. Over the last few months, we’ve been looking at each of these principles in greater detail. Here, we continue in our series, tak…
Why You Should Not Invest Like the Uber-Wealthy
I don’t know about you, but I regularly see advertisements and articles promising to help me “unlock the investing secrets of the uber-wealthy.” Then again, my job requires I research investment…
Principle #3: Reserve it for the Unexpected
The Sound Stewardship Principles™ are at the heart of how we serve. Over the coming months, we will break down each principle in greater detail and examine what leads to financial success.
Think …
