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...
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,...
6 min read
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...
5 min read
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...
4 min read
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....