6 min read
Understanding and Maximizing Your Business's Value: A Comprehensive Guide
Building your business has been a journey of dedication, innovation, and resilience. Now, as you consider its future, you’re likely asking, “What’s...
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...