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Chris McAlpin: Oct 15, 2024 12:33:32 PM
Tax season often feels like a labyrinth, especially for retirees who are trying to manage withdrawals and conversions and avoid potential pitfalls. From Sound Financial Strategy Group, Chris McAlpin recently provided a roadmap for retirees and...
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Chris McAlpin: Sep 24, 2024 2:53:34 PM
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...
2 min read
Chris McAlpin: Aug 17, 2024 9:13:27 AM
In today's complex financial environment, where volatility is fueled by factors like inflation, monetary policy, and geopolitical risks, it's crucial...
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Chris McAlpin: Jul 23, 2024 1:56:47 PM
Estate planning is something that comes with a lot of questions. One I hear often is, "Do I even have an estate to manage?" This can range from...
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Chris McAlpin: Jun 24, 2024 10:55:27 AM
What's going on with the consumer? Why does it matter? Why does it matter in the U.S. economy, but also why does it matter in the markets? These are...
5 min read
Chris McAlpin: May 24, 2024 8:32:37 AM
In this month’s client presentation, we’re taking a look at the markets in general, as well as our investment framework — the framework by which we...
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Chris McAlpin: May 2, 2024 9:08:06 AM
Recently, you may have seen a lot of activity in your investment accounts. As a result, you might understandably be wondering what is going on:
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Chris McAlpin: Apr 24, 2024 1:49:35 PM
Editor’s Note: This month’s client presentation included a hands-on, interactive demonstration of a risk management tool we use with our clients...
7 min read
Chris McAlpin: Mar 25, 2024 3:51:39 PM
Smart investors like you have undoubtedly heard of the Federal Reserve. You also probably know they possess incredible influence, with their interest...
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Chris McAlpin: Feb 19, 2024 3:10:19 PM
This is the precise question we answered earlier this week, during our monthly client presentation. During this conversation, our lead investment...
