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Financial Guidance That Brings Clarity

the market

Match the Hatch: Four Days on the River, and Why the Fundamentals Never Change

May 12, 2026 By Thomas Talbott

Thomas Talbott compares a recent fly-fishing trip to investing, showing how patience, adaptability, and a focus on quality can outperform reactive decision-making.

Life

Housing Affordability and the Cost of Ignoring Reality

January 13, 2026 By Thomas Talbott

Thomas Talbott examines why housing affordability feels increasingly out of reach and argues that ignoring economic reality, incentives, and personal responsibility only deepens the problem.

Retirement

Considerations When Relocating in Retirement

December 31, 2025 By Leanne Fee

Leanne Fee shares why thoughtfully planning a retirement relocation—by considering lifestyle, support systems, healthcare, and travel—can have a greater impact on long-term happiness than focusing on finances alone.

Retirement

Real Talk on Retirement: What We Heard, What We Learned

December 17, 2025 By Mark Brinser

Retirement is a major life transition, and Mark Brinser explores how emotional readiness, purpose, and meaningful connection are just as essential to a fulfilling retirement as your financial plan.

Tech

Embracing AI: From Tool to Essential Skill

November 28, 2025 By John Simkins

John explores AI’s basics, ways to leverage it effectively, and compares its rise to the way calculators transformed learning.

People

Investing in You

October 23, 2025 By W. Lee Shertzer

Lee Shertzer shares how Stewardship Advisors is investing in the future by continuing our commitment to integrity, stewardship, and genuine relationships.

Life

Buy Experiences, Not Possessions for Better Return on Life

September 17, 2025 By Leanne Fee

Leanne Fee shares why choosing experiences over material items leads to deeper happiness, stronger bonds, and a better Return on Life.

Retirement

Preparing for the Emotional Side of Retirement

September 9, 2025 By Mark Brinser

Retirement is a major life transition, and Mark Brinser explores how emotional readiness, purpose, and meaningful connection are just as essential to a fulfilling retirement as your financial plan.

People

Family-Owned Business Lessons Learned About Financial Clarity in Taiwan, Part 1

August 20, 2025 By John Simkins

John Simkins reflects on global research presented at the 2025 CSHCR conference in Taiwan, highlighting the financial dynamics of family-owned businesses across generations and cultures.

taxes

What you may want to know about the One Big Beautiful Bill Act (OBBBA)

August 1, 2025 By Jay Kready

Jay Kready outlines the new tax legislation designed to prevent 2025 tax hikes and deliver savings to families, seniors, and workers.