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.
Are You Leaving Money on the Table?
March 20, 2024
Thomas Talbott highlights two programs where you might be missing out on potential dollars for which you’re eligible.
In an ever-changing landscape, proactive financial planning is key. Mark Brinser explores strategies to navigate potential tax law sunsets.
Introducing our Spring 2024 Intern
March 4, 2024
Meet Naomi Diehl, our spring 2024 intern, and see how she will be helping our team’s efforts.
Punxsutawney Phil’s Guide to Investment Wisdom
February 16, 2024
Join Logan Kready on a journey to Punxsutawney, Pennsylvania, the “Weather Capital of the World,” as he explores the Groundhog Day tradition and its surprising parallels to long-term investing.