3 min read
Time to “Cash” Out? Navigating Market Risks in 2025
The financial markets in early 2025 are flashing cautionary signals, prompting investors to consider a more defensive stance. As I write this...
3 min read
The financial markets in early 2025 are flashing cautionary signals, prompting investors to consider a more defensive stance. As I write this...
4 min read
Understanding where we are in the market cycle is key to making sound investment decisions. At Sound Financial Strategies Group, we take a...
2 min read
As we enter 2025, the economic landscape continues to evolve, shaped by three powerful and interlocking megatrends: Deglobalization,...
2 min read
At Sound Financial Strategy Group, we combine timeless principles with actionable strategies. Whether it's the story of Santa Claus or the merits of...
3 min read
Tax season often feels like a labyrinth, especially for retirees who are trying to manage withdrawals and conversions and avoid potential pitfalls....
2 min read
In today's complex financial environment, where volatility is fueled by factors like inflation, monetary policy, and geopolitical risks, it's crucial...
5 min read
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...
2 min read
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:
1 min read
This is the precise question we answered earlier this week, during our monthly client presentation. During this conversation, our lead investment...
4 min read
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,...