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5 Pillars of Financial Planning: The Sound Financial Way

2 min read

5 Pillars of Financial Planning: The Sound Financial Way

5 Pillars of Financial Planning: The Sound Financial Way What are Sound Financial's five pillars of financial planning? I'm so glad you asked! The five pillars that make up the foundation of our approach to financial planning are based on years of...

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25 most powerful bible verses about finances (+ key insights)

9 min read

25 most powerful bible verses about finances (+ key insights)

The purposeful intersection of faith and finance is one of my favorite topics. Especially since The Bible is full of instructions about money – 2,300...

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Active vs. Passive Investing: Which one is right for you?

5 min read

Active vs. passive vs. discretionary investing: What strategy is best?

Think of all the different investment strategies you’ve heard about throughout the years. Remember the Turtle Traders in the 1980s? What about the...

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September 2022

3 min read

September Client Update

Often, we dive deep into economic and market details without coming up for air. We study our framework: stock trends and valuations, the economy, and...

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May 2022

1 min read

Client Update: May 2022

Client Update: May 2022 Hello all, The year 2022 continues to provide excitement to the downside. At the recording of the client update, I said all I...

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Feburary 2022

3 min read

Client Update: February 2022

Client Update: February 2022 Sound February 2022 Client Update There is so much data announced this week that it is hard to find a point to write an...

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December 2021

1 min read

Client Update: December 2021

Client Update: December 2021 Happy New Year to our clients and friends! By the end of the day, the US Federal Reserve (the Fed) released their...

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November 2021

1 min read

Client Update: November 2021

Client Update: November 2021 We catch you up on where we've been, what we've been doing and seeing, and what we expect to see in the near future:...

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How the Modified Rule of 75 Impact Health Benefits for AT&T employees

2 min read

How the Modified Rule of 75 Impact Health Benefits for AT&T employees

How does the Modified Rule of 75 Impact Health Benefits for AT&T employees? One of the largest factors for those planning to retire is how will they...

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How Do I Transition Away From AT&T?

3 min read

How Do I Transition Away From AT&T?

How Do I Transition Away From AT&T? It’s been said that all good things eventually come to an end, and the same goes for the careers we choose. That...

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