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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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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...
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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...
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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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Often, we dive deep into economic and market details without coming up for air. We study our framework: stock trends and valuations, the economy, and...
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Client Update: May 2022 Hello all, The year 2022 continues to provide excitement to the downside. At the recording of the client update, I said all I...
Client Update: April 2022 Sound Financial Strategies Group Client Update for April 2022 with Chris McAlpin and Clint Sorenson. Learn more about The...
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Client Update: February 2022 Sound February 2022 Client Update There is so much data announced this week that it is hard to find a point to write an...