1 min read
The case for dividend stocks – now!
A ProShares article written in June 2024 highlighted a unique opportunity for investing in dividend stocks known as the Aristocrats. These are...
5 min read
Growing Your Business Sustainably: Financial Strategies for Expansion
Expanding your business can be both exhilarating and challenging. Growth propels profitability and widens your reach. However, it requires a solid...
4 min read
Retirement Planning in Uncertain Times: 5 Strategies to Protect Your Future
Retirement planning can feel overwhelming, especially during periods of economic instability. With global uncertainty (pandemics and wars), market...
3 min read
Understanding Behavioral Finance: How Emotions Affect Your Investments
Investors' emotions and behaviors affect their returns far more than they realize. An entire study and an untold amount of money have been spent...
4 min read
Tax Optimization Tips for Different Life Stages: From Young Professionals to Retirees
Hello, I'm Chris McAlpin, the managing partner at Sound Financial Strategies Group, and I hope you're doing well today. We aim to simplify the...
4 min read
How Does Inflation Impact the Stock Market?
How Does Inflation Impact the Stock Market? " \n Inflation affects the economy instantly \n Interest rates start to rise \n Corporate earnings are...
3 min read
What to Expect in Your First Investment Management Meeting
Whether you’ve already scheduled your first conversation with us, are a current financial planning client interested in exploring investing, or...
4 min read
Tax Reduction Strategies for Entrepreneurs and High-Income Earners
Tax Reduction Strategies " \n Max out retirement plan options \n Solo 401(k) for business owners \n Backdoor Roth conversion \n Tax efficient...
3 min read
Annuities as a Retirement Income Investment Opportunity
You worked hard all your life, and now you’re retired. Congratulations, you’ve more than earned it! Are you comfortable? Yes, but you know you could...
5 min read
What Is an Example of a High Risk Investment?
High-Risk Investment Example " Dogecoin is a perfect example of a high-risk investment. Dogecoin is a cryptocurrency that started as a joke but...
3 min read
How to Manage Investment Risk (3 Strategies + Examples)
How to Manage Investment Risk " To manage investment risk effectively, focus on three key strategies: diversification, stop-loss orders, and hedging....
3 min read
What Are Equities in the Stock Market? (Overview + Examples)
What Are Equities in the Stock Market? " An equity in the stock market usually refers to the stock itself. The word \"equity\" signifies ownership,...
5 min read
What Causes a Stock Market Crash? (+ Examples)
What Causes a Stock Market Crash? " A stock market crash typically occurs when extreme overvaluation of the market coincides with a significant...
4 min read
What Are Financial Assets? (Overview + Examples)
What are financial assets? " A financial asset is a paper asset that represents a real asset. It’s a stock that represents a corporation. It's cash...
6 min read
What Are the Different Types of Investment Funds? (+ Examples)
Types of Investment Funds " \n Mutual funds: A mutual fund allows you to pool your money with other investors, so you can “mutually” buy investments,...
7 min read
Market Update: Exploring Valuations from a Macro Perspective
We’ve been providing market trend reports for some time now, and one of the most common pieces of feedback we’ve received from you, our audience, is...
7 min read
4 Best Types of Loans for Investment Properties (+ Examples)
Types of Loans for Investment Properties " \n Conventional bank loan: This is the more standard process of working with a bank as your lender. Your...
2 min read
The Conundrum: March 2024 Market Trends Report
This is my questions? Thi is my answer... The Federal Reserve has found itself behind the curve in recent years, as growth and inflation have moved...