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Sound Stewardship - October Financial To Do

Each month, we offer suggestions for ways to chip away at your financial goals. The idea is that by doing at least one thing each month, you can make significant progress. This month we turn toward year-end planning. As we start the fourth quarter, now is the time to think about ending the year well. […]

How aggressive should your investments be? Sound Stewardship - Financial Advisor Kansas City How aggressive should your investments be?

by Jonathan Harrison - Investments

When designing your personal investment strategy, one of the most important questions you need to answer is, “How aggressive should my portfolio be?” The answer is usually given in terms of asset allocation and expressed as a percentage — such as 60% stocks / 40% bonds. This is referring to how your portfolio is divided among different […]

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Our response to the Equifax data breach

by Sound Stewardship - Disaster Preparedness, Financial Planning

The news recently broke that Equifax, one of the big 3 credit bureaus, was hacked. It’s possible that 143 million people in the US (almost 60%) had their personal information stolen: birthdates, Social Security numbers, addresses, driver’s license numbers, and more. What makes this particularly dangerous is how comprehensive the data was that the hackers […]

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August Financial Tpo-Dos August’s Financial To-Dos

by Jonathan Harrison - Financial To-Dos

Each month, we offer suggestions for ways to chip away at your financial goals. The idea is that doing at least one thing each month, you can make significant progress. This month, consider focusing your attention on a necessary but often neglected aspect of any plan: what to do when things go wrong. Review and […]

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