Resources
October: Bulls and Bears
October was a mixed month for markets, but our market cycle assessment remained bullish. Despite this reading, we maintain concerns that the market may be cooling from a bullish run.
Read MoreSeven Mistakes That Can BREAK Your Budget in Retirement
Retirement is a time to enjoy the fruits of your labor, but even savvy investors can stumble into financial pitfalls that could derail their carefully laid plans.
Read MoreNavigating Election Uncertainty with Confidence
We understand the challenges that election periods can bring to your financial landscape. That’s why we’re not just advocating for calm and confidence but actively employing strategies tailored to safeguard your investments through times of uncertainty.
Read MoreExpenses Every Retiree Should Be Prepared For
As you approach retirement, the excitement of enjoying newfound freedom comes with the need for solid financial planning. Understanding and preparing for unexpected expenses is crucial to maintaining a comfortable…
Read MoreMarket Update – October 28th, 2024
Markets continued their positive trend last week as retail sales posted better than expected, increasing by 0.4% in September, though real retail sales showed a slight decline annually after adjusting for inflation.
Read MoreNavigating Your Retirement Journey: The 7-Step R.E.T.I.R.E. Process
Retirement is a milestone that offers the promise of new adventures and relaxation. However, to truly enjoy this phase of life, a well-structured financial strategy is essential. Sound Planning Group…
Read MoreElection Uncertainity
Considering all of the unknowns and the uncertainty of what the markets could do come election time, one of the biggest things you should remember is to be patient and…
Read MoreMarket Update – October 21st, 2024
Markets continued their positive trend last week as retail sales posted better than expected, increasing by 0.4% in September, though real retail sales showed a slight decline annually after adjusting for inflation.
Read MoreMarket Update – October 14th, 2024
Stocks rallied last week on hopes of a soft landing and a strong start to the Q3 earnings season, with the S&P 500 closing above 5,800 for the first time.
Read MoreMarket Update – October 7th, 2024
Stocks ended the week slightly lower but still near all-time highs, as the September jobs report surprised markets with stronger-than-expected results. The unemployment rate fell to 4.1% in September and nonfarm payroll gains jumped to 254,000, both better than expectations.
Read More