Sound Financial Strategies Group

Educational articles to help you on your financial journey.

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The Conundrum: March 2024 Market Trends Report

2 min read

The Conundrum: March 2024 Market Trends Report

The Federal Reserve has found itself behind the curve in recent years, as growth and inflation have moved in tandem. This means that every growth...

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4 types of investments (+ examples)

6 min read

4 types of investments (+ examples)

We’re going back to financial school today, everyone. I don’t care if you’re new to investing or you consider yourself at least marginally...

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What does the stock market do in a recession

4 min read

What does the stock market do in a recession? (+ examples)

If you’re a smart investor who goes out of their way to stay informed (I salute you), getting a clear picture of what is happening in the U.S. stock...

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What will stocks do this year?

3 min read

What will stocks do this year? (2024 stock market analysis)

A client recently asked me this question, “What will stocks do this year?” In fact, a lot of people ask me this question this time of year. Heck, I...

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Why is estate planning important?

5 min read

Why is estate planning important? (+ examples)

If you’re reading this article, I’m genuinely glad you’re here. Maybe you’re new parents who are thinking for the first time about how you safeguard...

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What are the 4 risks of investing? (+ examples)

5 min read

What are the 4 risks of investing? (+ examples)

As the title implies, you’re here because you want to develop a deeper understanding of what the true risks of investing are, and this may be for a...

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What is the purpose of an estate plan? (examples + next steps)

4 min read

What is the purpose of an estate plan? (examples + next steps)

We’ve said it before, but I’ll say it again — estate planning as a topic isn’t exactly a fun one, as it requires us to consider our own mortality....

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Investing governance for college and university endowments

5 min read

Investing governance for college and university endowments

College and university endowments are absolute marvels. Yes, you play an essential role in the long-term health and sustainability of your...

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Real assets vs. financial assets for college and university endowments

6 min read

Real assets vs. financial assets for college and university endowments

If you’re reading this, you likely have a goal in front of you that is challenging you to think about investment planning for your college endowment...

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Should I be scared to look at my investment accounts?

4 min read

Should I be scared to look at my investment accounts?

This may sound crazy to some of you folks out there, but I absolutely love this question because this has the potential to be an impactful learning...

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How to plan for retirement in your 30s

5 min read

How to plan for retirement in your 30s (tips + examples)

If you’re reading this right now, and you’re in your 30s, I am willing to wager that you get in the abstract sense why planning early for retirement...

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Investing After Retirement (Tips + Examples)

6 min read

Investment After Retirement (Tips + Examples)

Investing after retirement is an exciting topic, but it is one you must enter into with great care and purpose. More specifically, you need to bring...

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How much does estate planning cost

4 min read

How Much Does Estate Planning Cost? (Tips + Examples)

Let’s be honest. If you’re here to learn about estate planning costs, we’re about to walk into a conversation that no one really wants to have. It...

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What is the advantage of investing for retirement early? (+ examples)

4 min read

What is the advantage of investing for retirement early? (+ examples)

What is the advantage of investing for retirement early? (+ examples) It’s an exciting time of your life when you’re between 25 and 35 years old:...

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Real assets vs. financial assets (comparison + examples)

4 min read

Real assets vs. financial assets (comparison + examples)

Real assets vs. financial assets (comparison + examples) When you start knocking on the door of needing to define real assets vs. financial assets,...

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What are investable assets? (definition + examples)

5 min read

What are investable assets? (definition + examples)

What are investable assets? (definition + examples) If your financial literacy journey has led you here to our virtual doorstep to learn about what...

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Bible verses about wealth

13 min read

Bible verses about wealth

Bible verses about wealth Anytime I write, I try to picture who the reader is — yes, I am trying to picture you, right now. And that may be both...

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What Is Biblically Responsible Investing? (Definition + Examples)

6 min read

What Is Biblically Responsible Investing? (Definition + Examples)

What Is Biblically Responsible Investing? (Definition + Examples) “What does the Bible say about money?” More than any other question, this is...

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