Financial Guidance That Brings Clarity

Leanne Fee shares how owning a second home can add significant value and create lasting memories, but dividing the costs and space introduces a complex business arrangement.

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

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.

Jay Kready informs us how to stay grounded and hopeful through life’s transitions with practical tips on preparation, gratitude, and mindset.

Leanne highlights the challenges of caring for aging parents while raising children, and reminds us that seeking support is okay—and aging is a profound privilege.

Thomas Talbott explores how the spirit of teamwork in “The Boys in the Boat” mirrors the collaborative approach at Stewardship Advisors, where trust and support help clients navigate their financial journeys.

Life often presents us with challenges beyond our control, but we have the power to choose how we respond. By reflecting on our reactions, focusing on our purpose, and aligning with our values, Leanne Fee shows us that we can navigate adversity with resilience and growth.

Jay Kready emphasizes the importance of planning for life transitions, such as career changes, relocations, and retirement, to align with personal values and goals. He encourages embracing these transitions with faith and intention, viewing them as opportunities for growth and purpose.

The holiday season is often the perfect chance to engage in meaningful conversations with loved ones.

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.