Author: Jonathan Harrison, CFP®
Ways to help the people of Ukraine
As the whole world watches the tragedy in the Ukraine unfold, you may be wondering how you can help. Our friends at the National Christian Foundation put together this list of organizat…
Finding Financial Health – Your 2022 Financial Planning Checklist
Wouldn’t it be interesting to have been in the room when big ideas were first presented? Who was it that first had the idea to catalog all the world’s knowledge…using volunteers - like Wikipedi…
Which investment strategies worked best in 2021? And which will work for 2022?
After the close of each year, I review how the stock market performed. It’s interesting to rank several types of investments using a report called the “Asset Quilt.” This stacks previous year�…
Monthly Financial To-Dos
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…
The 7 financial planning practices needed to get you through hard times
Recently, clients, worried by a swirl of conflicting financial news, asked me how my perspective as a Christian changes the financial advice I give. I reminded them that Sound Ste…
