Updates

Principle #6: What are You Waiting For?  October 16, 2018 by Matt Syverson, CFP®

The Sound Stewardship Principles™ are at the heart of how we serve. Over the past few months, we've been taking a closer look at each of these time-tested guidelines for long-term financial success.…

Teens, Tuition and Financial Aid  October 11, 2018 by Matt Syverson, CFP®

We see a typical trend when talking with parents about paying for their students’ college tuition: The method each parent used to fund their own college experience is how they are subconsciously …

Staying Safe, One Year After the Equifax Breach  October 10, 2018 by Matt Syverson, CFP®

Last September, we posted a response to the historic Equifax breach. The breach affected nearly 150 million Americans as hackers had stolen birthdates, Social Security numbers, addresses and driver’…

Principle #5: Stay Afloat with Diversification  September 12, 2018 by Matt Syverson, CFP®

The Sound Stewardship Principles™ are at the heart of how we serve. Recently, we’ve been taking a closer look at each of these principles and sharing what we believe leads to financial success. …

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…