Client Updates

Keeping our clients Up-to-date on their financial information.

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2 min read

Staying the Course: What May’s Market Trends Mean for Your Retirement Plan

Even with continued chatter about inflation and economic slowdown, the latest May 2025 Sound Financial WealthShield Trend Report paints a clearer picture: the economy is proving more resilient than expected. For retirees, that means opportunity and...

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2 min read

Navigating Market Volatility: Insights from April 2025

The financial landscape in April 2025 has been marked by significant volatility, driven by geopolitical developments and shifts in economic policy....

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2 min read

What’s Going On in the Markets?

Stocks Suffer Biggest One-Day Wipeout in Value Since March 2020 is the headline of the Wall Street Journal at the end of the day on April 4, 2025....

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Client Updates: March 2025

3 min read

Time to “Cash” Out? Navigating Market Risks in 2025

The financial markets in early 2025 are flashing cautionary signals, prompting investors to consider a more defensive stance. As I write this...

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Market Cycles, Mega Trends, and Investment Opportunities in 2025

4 min read

Client Update: Market Cycles, Mega Trends, and Investment Opportunities in 2025

Understanding where we are in the market cycle is key to making sound investment decisions. At Sound Financial Strategies Group, we take a...

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Understanding Mega Trends and Positioning for Opportunity

2 min read

Understanding Mega Trends and Positioning for Opportunity | January Client Meeting

As we enter 2025, the economic landscape continues to evolve, shaped by three powerful and interlocking megatrends: Deglobalization,...

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The History of Santa Claus and the Case for Dividend Stocks

2 min read

The History of Santa Claus and the Case for Dividend Stocks

At Sound Financial Strategy Group, we combine timeless principles with actionable strategies. Whether it's the story of Santa Claus or the merits of...

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Understanding Today’s Market Landscape and What It Means for You as an Investor: Client Meeting

2 min read

Understanding Today’s Market Landscape and What It Means for You as an Investor: Client Meeting

In our recent client update, Clint Sorensen and I shared some key trends and critical insights on the current market landscape. This discussion was...

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October Client Update: Navigating Tax Planning for Retirees with Smart Strategies

3 min read

October Client Update: Navigating Tax Planning for Retirees with Smart Strategies

Tax season often feels like a labyrinth, especially for retirees who are trying to manage withdrawals and conversions and avoid potential pitfalls....

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September Client Update: How Presidential Elections Impact the Stock Market

1 min read

The 2024 Presidential Election and the US Stock Market: September 2024

At Sound Financial, we often get this question– how will the elections affect the markets? Or how will the markets change if Former President Trump...

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