Updates

Reflecting on Abundance During Thanksgiving  November 25, 2021 By Sound Stewardship Team

Thanksgiving is usually a time to reflect on the past year and all the things we are thankful for. …

The 7 financial planning practices needed to get you through hard times  November 18, 2021 by Jonathan Harrison, CFP®

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…

5 questions to guide your year-end charitable giving  October 21, 2021 by Matt Syverson, CFP®

‘Tis the season (already!) for evaluating your 2021 generosity practices and making solid year-end charitable giving decisions. Are you on track to meet your goals? We are currently helping cl…

Five smart strategies for year-end tax planning  October 11, 2021 by Matt Syverson, CFP®

Most of us grit our teeth through tax season...and then try to forget all about it until next April. As your friendly neighborhood wealth advisors, it’s our job to remind you that the annual h…

Summer Recap: How Our Team Has Grown!  October 1, 2021 by Sound Stewardship Team

Each year the Sound Stewardship team likes to give a brief update of what our families have been up to. Although the pandemic is not over yet, some parts of life are getting back on track.  A…