Client Updates

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

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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 dividend stocks, this article blends history with financial insights to help you approach your...

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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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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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