Client Updates

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

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Client Updates (2)

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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September 2022

3 min read

September Client Update

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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May 2022

1 min read

Client Update: May 2022

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...

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April 2022

Client Update: April 2022

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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Feburary 2022

3 min read

Client Update: February 2022

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...

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December 2021

2 min read

Client Update: December 2021

Client Update: December 2021 Happy New Year to our clients and friends! At the recording of this, our top topics were the broad market and economy....

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November 2021

1 min read

Client Update: November 2021

Client Update: November 2021 Chris catches you up on where we've been, what we've been doing and seeing, and what we expect to see in the near...

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