Chris McAlpin

What to Expect in Your First Investment Management Meeting with Sound Financial

3 min read

What to Expect in Your First Investment Management Meeting with Sound Financial

Whether you’ve already scheduled your first conversation with us, are a current financial planning client interested in exploring investing, or...

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Tax Reduction Strategies for Investors, Entrepreneurs, + High-Income Earners (+ Examples)

4 min read

Tax Reduction Strategies for Investors, Entrepreneurs, + High-Income Earners (+ Examples)

Tax Reduction Strategies " \n Max out retirement plan options \n Solo 401(k) for business owners \n Backdoor Roth conversion \n Tax efficient...

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Annuities as a Retirement Income Investment Opportunity

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...

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What Is an Example of a High Risk Investment?

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...

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How to Manage Investment Risk (3 Strategies + Examples)

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....

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What Are Equities in the Stock Market? (Overview + Examples)

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,...

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What Causes a Stock Market Crash? (+ Examples)

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...

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What Are Financial Assets? (Overview + Examples)

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...

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What Are the Different Types of Investment Funds? (+ Examples)

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,...

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4 Best Types of Loans for Investment Properties (+ Examples)

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...

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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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