Client Updates

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

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Client Updates

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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Looking Beyond the Headlines to 2024 with our Investment Framework

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...

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Why aren’t we making more money in the stock market?

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...

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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....

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