2 min read
What’s Going On in the Markets?
Stocks Suffer Biggest One-Day Wipeout in Value Since March 2020 is the headline of the Wall Street Journal at the end of the day on April 4, 2025....
2 min read
Stocks Suffer Biggest One-Day Wipeout in Value Since March 2020 is the headline of the Wall Street Journal at the end of the day on April 4, 2025....
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,...
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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...
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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...