Updates

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 …

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 tho…

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 Wikipedi…

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…

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…