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Financial Guidance That Brings Clarity

All credit investing People personal finance Retirement social security taxes Tech the market Uncategorized (more)

investing

August 12, 2020 By Mark Brinser

When most people think of 529 plans, they think of a long-term savings strategy for college. However, there are a few states that allow individuals to take a state income tax deduction for contributions to a 529 plan, including Pennsylvania. This presents an opportunity for an additional 529 plan strategy that focuses more on short-term […]

Tech

Pandemic Creates The Need To Keep Up With Technology

July 29, 2020 By Mark Brinser

Internally we have a fun debate about which is the better technology, Apple or Android. I will not tell you exactly where I fall but let’s just say I do not like apples…the fruit variety or the technology variety! Anyway, many stories will be shared for years about the uniqueness of this time period caused […]

investing

Is everything in order when you fall off the ladder?

July 22, 2020 By John Simkins

I was enjoying a relaxing Sunday afternoon back on December 1st, 2019. I decided to get the Christmas decorations out of the storage space in the garage. The storage space is eight feet off the ground and I only have a six-foot stepladder. Can you see where the story is headed? I climbed the ladder […]

investing

Lost, Incorrect, or Missing Stimulus Payments

July 15, 2020 By Stewardship Advisors

Ronald Reagan once famously quipped, “The nine most terrifying words in the English language are: ‘I’m from the government, and I’m here to help.’ ” For the millions of Americans who have already received their Economic Impact Payments, (commonly called “stimulus payments”) these words may not have aged well. For the others, who are still […]

investing

Securities Offered Through…Small Phrase, Big Implications

July 8, 2020 By Mark Brinser

Before “work from home” became a popular hashtag, my daily commute was a very mundane process. When I was finally able to start going back into my office, my drive suddenly felt new again and I noticed things that my mind would have otherwise glossed over in the normal routine of my drive. One such […]

investing

My Grandchildren Are the Absolute Best … and So Are My Investment Choices!

July 2, 2020 By Thomas Talbott

I have been around a lot of kids, at church, in the grocery store and other public places and I have come to the conclusion that my grandkids are the absolute best. They are well-behaved, good-looking, considerate, respectful, loving, obedient … should I keep going? Let us face it; some rug-rats are just that, but […]

Protesters gathered in front of a building

investing

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 […]

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 […]

Uncategorized

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 […]