Updates

Principles in Practice: Have a Long-Term Plan  January 23, 2014 by Matt Syverson, CFP®

Thankful for grateful, generous clients! As Sound Stewardship® celebrates our 10th anniversary this year, we will be reflecting on the various achievements of our fantastic clients.  One such couple…

Principles in Practice: Have a Long-Term Plan  January 16, 2014 by Matt Syverson, CFP®

What can tenacious twenty-somethings teach the rest of us? As Sound Stewardship® celebrates our 10th anniversary this year, we will be reflecting on the various achievements of our fantastic clients.…

Principles in Practice: Think Beyond Yourself  January 9, 2014 by Matt Syverson, CFP®

A fun figure for Matt’s family to follow! Back in 2007, my family starting noticing that I was routinely late or absent for dinner, due to self-imposed work demands.  I didn’t necessarily agree w…

Two Ways to Save Big on Taxes in 2013  December 9, 2013 by Sound Stewardship Team

If you enjoy making an impact through charitable giving, would like to reduce your taxes, and have IRA assets and/or investments in a taxable brokerage account, here are a few tax strategies you need …

Evaluating the Exchange: Equipping Your Business for Change  September 23, 2013 by Sound Stewardship Team

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 …