Client Updates

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

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Client Updates

Client Updates: March 2025

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...

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Market Cycles, Mega Trends, and Investment Opportunities in 2025

4 min read

Client Update: Market Cycles, Mega Trends, and Investment Opportunities in 2025

Understanding where we are in the market cycle is key to making sound investment decisions. At Sound Financial Strategies Group, we take a...

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Understanding Mega Trends and Positioning for Opportunity

2 min read

Understanding Mega Trends and Positioning for Opportunity | January Client Meeting

As we enter 2025, the economic landscape continues to evolve, shaped by three powerful and interlocking megatrends: Deglobalization,...

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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...

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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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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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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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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...

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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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