Client Updates

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

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Client Update February 2024

1 min read

How do you make your investment decisions? | Client Update February 2024

This is the precise question we answered earlier this week, during our monthly client presentation. During this conversation, our lead investment strategist, Clint Sorenson, shared our structured Investment Framework — a set of defined rules and...

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January 2024 - Client Updates

4 min read

New financial education series and income planning for 2024

Happy New Year! One of our resolutions, if you will, for this year is to take a moment to stop and celebrate the wins in our lives. To be honest,...

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6 min read

Looking Beyond the Headlines to 2024 with our Investment Framework

Risk is both a feature and a bug of investing. That means the most critical way you can empower yourself to make smarter financial decisions (and...

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5 min read

Why aren’t we making more money in the stock market?

Why aren’t we making more money? “Why am I not making more money, and how can we fix that?” Over the past couple of months, this is the question I’ve...

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Client Update August 2023

4 min read

Client Update: August 2023

Welcome to Moneyville Once upon a time, in a town not too far away, there was a place called Moneyville. In Moneyville, everything seemed perfect....

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September 2022

3 min read

September Client Update

Often, we dive deep into economic and market details without coming up for air. We study our framework: stock trends and valuations, the economy, and...

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May 2022

1 min read

Client Update: May 2022

Client Update: May 2022 Hello all, The year 2022 continues to provide excitement to the downside. At the recording of the client update, I said all I...

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April 2022

Client Update: April 2022

Client Update: April 2022 Sound Financial Strategies Group Client Update for April 2022 with Chris McAlpin and Clint Sorenson. Learn more about The...

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Feburary 2022

3 min read

Client Update: February 2022

Client Update: February 2022 Sound February 2022 Client Update There is so much data announced this week that it is hard to find a point to write an...

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December 2021

2 min read

Client Update: December 2021

Client Update: December 2021 Happy New Year to our clients and friends! At the recording of this, our top topics were the broad market and economy....

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