Client Updates

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

Get updates in your inbox.

Client Updates

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...

Read More
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,...

Read More

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...

Read More

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...

Read More
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....

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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....

Read More