The new year often brings with it a sense of renewal—a chance to step back, reflect, and evaluate where we’re headed. Mark Brinser shares five things to consider as you review your financial plan for 2025.
Certified Investment Management Analyst®, CIMA® certification
January 7, 2025
John Simkins’ shares his personal journey of achieving the Certified Investment Management Analyst (CIMA®) certification, highlighting the challenges and skills gained in portfolio construction, risk management, and behavioral finance.
Look at the Big Picture
December 23, 2024
Logan Kready shares three important investing principles that can help investors step back, and see the big picture.
Embracing Necessary Conversations This Holiday Season
December 12, 2024
The holiday season is often the perfect chance to engage in meaningful conversations with loved ones.
Thomas Talbott discusses the potential implications of naming your “Estate” as the beneficiary of your retirement account
Stewardship Advisors Summer Highlights
September 18, 2024
Mark Brinser shares highlights from a busy summer season at Stewardship Advisors, including welcoming Jay Kready, transitioning to TradePMR as custodian, and expanding our client services team.
Rule 21, Political Elections, and Investing
June 20, 2024
Drawing on a current event, Thomas discusses a growing trend that negatively impacts individuals and society at large.
Elderhood
May 29, 2024
Leanne Fee explores the concept of elderhood by sharing insights into preparing for a fulfilling retirement and reflecting on the opportunities that come with this stage of life.
Mark Brinser explores the emotional side of retirement and shares three helpful strategies for navigating this exciting yet complex phase of life.
Should I Remodel or Move?
April 24, 2024
Zak Drescher shares three essential questions to help you evaluate the pros and cons of remodeling or moving.