Author: Jonathan Harrison, CFP®

5 Books to Start your 2020 Out Right  January 24, 2020 by Jonathan Harrison, CFP®

If reading more is your 2020 goal, you might like some book ideas to get you started. Here are a few that I really enjoyed this past year and would recommend. I experienced most of these as audiobook…

Can you guess the past decade’s investment highs and lows?  January 22, 2020 by Jonathan Harrison, CFP®

Every year I like to review my favorite chart, the Asset Quilt. You can see why it’s named that below. Instead of identifying individual investments that did well (or did not), the Asset Quilt r…

Monthly Financial To-Dos  December 12, 2019 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…

Sound Stewardship’s summer of new additions  September 11, 2019 by Jonathan Harrison, CFP®

The Sound Stewardship team had a busy summer, with various adventures happening almost every week. In the midst of a strong growth year and new families to serve, we have been making a number of upda…

Is a downturn inevitable?  July 19, 2019 by Jonathan Harrison, CFP®

This headline from CNN caught my attention: “Forecast says double-dip recession is imminent.” The article quotes a leading forecaster from the Economic Cycle Research Institute: "It's either j…