Author: Jonathan Harrison, CFP®

To you, our Sound Stewardship family, Happy Thanksgiving!   November 22, 2018 By Jonathan Harrison, CFP®

As we ready ourselves for Thanksgiving, we can’t help but think about the joy that being with fami…

What World War I Teaches Us About Managing Money  November 15, 2018 by Jonathan Harrison, CFP®

As we reach the 100th anniversary of the end of World War I (November 11, 1918), I’ve found myself becoming more fascinated with an era that’s relatively unknown to me. Even though I’ve visited …

Don’t Miss Your Biggest Giving Opportunity  August 30, 2018 by Jonathan Harrison, CFP®

At Sound Stewardship, we’re honored to serve a very generous clientele. Most of the families we help have causes they love to support on a regular basis. Yet even among our clients, many have forgot…

Announcing New Sound Stewardship App  August 17, 2018 by Jonathan Harrison, CFP®

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…

Why You Should Not Invest Like the Uber-Wealthy  July 25, 2018 by Jonathan Harrison, CFP®

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…