Updates

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…

Matt Syverson receives New Horizon Ranch’s Faithful Steward Award  December 6, 2019 by Matt Syverson, CFP®

The Sound Stewardship Principles culminate in Principle Seven: Give generously. Generosity is at the very heart of our business. It’s the reason our firm is based on a flat-fee structure—so we ca…

Company Stock Options giving you a headache? Three questions you should answer!  November 1, 2019 by Matt Syverson, CFP®

Whether you’re a new hire negotiating your compensation package or a long-time employee who has never had an intentional strategy for your stock options, you need to pay attention in order to make …

Giving from your IRA? How Qualified Charitable Distributions work  September 25, 2019 by Matt Syverson, CFP®

Are you a generous giver? Do you have an IRA account?  Are you over 70 ½ years old and withdrawing your Required Minimum Distribution (RMD)?  Good news! You can use a Qualified Charitable Di…