Chris McAlpin

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 is elected or V.P. Harris is elected? First, we don’t know, nor does anyone else. But we have history...

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August Update: Economic Outlook: Navigating Uncertainty in Market Trends

2 min read

August Update: Economic Outlook: Navigating Uncertain Market Trends

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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Estate Planning: Key Documents + Your Communication Plan

2 min read

Estate Planning: Key Documents + Your Communication Plan

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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What Is Happening with the American Consumer in Our Economy?

4 min read

What Is Happening with the American Consumer in Our Economy?

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...

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May Update: Trends in Economic Growth, Monetary Policy, + Inflation

5 min read

May Update: Trends in Economic Growth, Monetary Policy, + Inflation

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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Client Investment Accounts Update for April 2024

2 min read

Client Investment Accounts Update for April 2024

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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Managing Investment Risk for Retirement + Financial Planning

3 min read

Managing Investment Risk for Retirement + Financial Planning

Editor’s Note: This month’s client presentation included a hands-on, interactive demonstration of a risk management tool we use with our clients...

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What is the U.S. Federal Reserve, and what do they do?

7 min read

What is the U.S. Federal Reserve, and what do they do?

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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Client Update February 2024

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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...

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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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