Updates
Evaluating the Exchange: Equipping Your Business for Change
Sound Stewardship, along with Polsinelli, PHD Retirement Consulting, and Keller & Owen hosted the Business Planning Forum: “Evaluating the Exchange.” We offered ideas and information to help …
Rising Interest Rates and Your Portfolio
We know that investors have grown accustomed to recent historically low interest rates. But what will happen when the trend reverses?
Though no one knows when the Federal Reserve might increase its ta…
Principles in Practice: Think Beyond Yourself
What a role model!
I recently met with one of our (female) clients who has a passion for being a great role model and encourager of young women. She seeks to help them graduate college and use their…
Retirement around the corner? Five things to consider!
As a member of the Financial Planning Association of Greater Kansas City, Dan Weeks was invited to contribute an article to the Dollars and Sense section of the Kansas City Star. The article focuses…
Principles in Practice: Think Beyond Yourself
How about an Inter-generational Roth Conversion?
One of our generous retirees recently came to us with a desire to help their adult children start an investment portfolio, but didn’t know where to b…
