Updates
Top 10 Estate Planning Mistakes to Avoid
Estate planning often gets tucked away in the corners of our minds, filed under the category of "important but not urgent." It’s one of those things we’ll get around to some day. Unfortunately, n…
The Best and Worst Investments of the Last 10 Years
Every year we like to publish this chart we affectionately call the "Asset Quilt." It ranks different investment types from best to worst, showing the last 10 years worth of results. The farthest rig…
Where the Sound Stewardship Team Gave in 2023
We strive to weave our Sound Stewardship Principles into every financial decision. Our capstone principle, give generously, is our favorite to see in action. The joy that comes from giving – and he…
Webinar Replay – Navigating Travel with Financial Confidence
If you are traveling in 2024, we want to ensure you're well-prepared to make the most of your travel experiences while still being a good steward.Join Travel Agent Karen Harrison and Wealth Advisor D…
Webinar Replay – Enjoy tax-free IRA distributions with the impact of QCDs
If you are retired (or planning to soon) you won't want to miss this discussion of how to enjoy tax-free IRA distributions with the impact of QCDs.
Join us December 14th, with Sound Stewardship's …
