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.
Author:
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.
Mark Brinser explores the emotional side of retirement and shares three helpful strategies for navigating this exciting yet complex phase of life.
In an ever-changing landscape, proactive financial planning is key. Mark Brinser explores strategies to navigate potential tax law sunsets.
Preparing for Tax Season
January 19, 2024
Mark Brinser shares insights for a smoother tax-filing season, including three key tax strategies that might not be fully reflected in standard tax documents.
Securing Your Financial Legacy: The Crucial Task of Reviewing Investment Account Beneficiaries
December 15, 2023
Mark Brinser underscores the critical yet often overlooked importance of regularly reviewing your account beneficiaries, and the significant impact it has on ensuring your legacy aligns with your intentions.
Does Your Investment Portfolio Have a Job Description?
October 6, 2023
What is the purpose of your portfolio? Mark Brinser shares three steps to write your investment portfolio’s job description.
The “Magnificent Seven”…and their effect on your portfolio
September 7, 2023
In a year where the stock market’s “Magnificent Seven” have dominated returns, Mark Brinser explores their impact on portfolios and why diversification remains a crucial strategy for prudent investors.
Mark Brinser explores the importance of reflection in both outdoor adventures and financial planning, highlighting how understanding our past experiences and future aspirations can guide our decision-making and shape a purpose-driven financial journey.
Direct Indexing: Investing’s Latest “Trend”
May 4, 2023
Direct Indexing combines aspects of owning both Individual Stocks and ETFs. Mark Brinser shares what you need to know about this strategy.