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Financial Guidance That Brings Clarity

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Young woman helping a senior man with payment on internet. Retirement
CARES Act – RMD Update
June 24, 2020 By Mark Brinser

Required Minimum Distributions, or RMD for short, have received a considerable amount of attention from Congress over the last six months. As touched on earlier this year by Thomas Talbott, the SECURE Act raised the RMD age to age 72 for certain individuals. For more details on that change, please take a moment to read […]

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Social Justice and Investing
June 17, 2020 By Stewardship Advisors

It is often difficult to effectively respond in times of social unrest or injustice like we are currently seeing across our country. At the very least, these moments should lead to introspection and self-evaluation. As we look at what we have been entrusted with, it is natural to evaluate how our financial investments can be […]

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A tablet holding a line graph. the market
Reaction to Economic Conspiracy Claims
June 9, 2020 By W. Lee Shertzer

Americans have been searching for answers to explain the stock market’s unusual behavior amidst the Coronavirus pandemic and the current state of civil unrest. Many media outlets claim to have the answers explaining the stock market’s uncommon uptick in these uncertain times. There have even been suggestions of behind-the-scenes activity and conspiracy.   A local newspaper recently raised the idea of an economic conspiracy in a piece in their financial section. It was alleged that the market’s non-stop climb […]

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Life Transitions and The Underlying Implications
June 5, 2020 By Leanne Fee

There are two types of transitions in life – those we see and those we don’t. Transitions can make you feel anxious – even those that you’ve been expecting. At Stewardship Advisors, it is our goal to help you prepare, not repair. We want you to be financially prepared by regularly assessing any life transitions […]

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A hand putting a coin in a piggy bank. Uncategorized
Earliest Memory of Money
May 14, 2020 By Leanne Fee

Think back to when you were a kid: what is your first memory of money? The first thing that comes to mind for me is receiving a folded-up dollar bill to place in the offering plate at church. Your memory may be less pleasant, but maybe you recall your parents arguing over money – further […]

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Three Little Bears
May 1, 2020 By Mark Brinser

A favorite book in our household is “Goodnight Moon,” written by Margaret Wise Brown. My oldest son, who is now six, has “outgrown” the book, but my youngest son just recently picked it up and asked me to read it again for the first time in a long time. One of the pages reads, “there […]

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Don’t Be Played For a Fool
April 13, 2020 By Stewardship Advisors

April Fool’s Day is synonymous with practical jokes and good-natured hoaxes. While most people accept the light-hearted nature of April Fool’s Day and laugh along with the practical jokes, April 1 should also serve as a reminder to remain vigilant against the much more serious hoaxes we are all subject to on a regular basis. […]

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COVID-19 and Market Volatility
March 24, 2020 By Mark Brinser

None of us planned for this crisis. It probably seems like a long time ago, but our first blog post of the year, titled Return on Life vs Return on Investment, gave us the foundation for dealing with the current challenge of the COVID-19 and market volatility. The key is not letting heightened emotions and […]

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Prepare vs Repair
March 13, 2020 By Mark Brinser

Every year, as a firm, we do something that is very important for you, but you probably never noticed…and that’s a good thing. What is it? We run a test of our Business Continuity Plan, or BCP. As part of this testing procedure, every single person in our office works remotely for the day to […]

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