Blog
Inflation, the Fed, and Recession. It’s Not Linear.
Submitted by Sound Foundation Wealth Advisors on July 18th, 2022The June CPI number came in at 9.1%. This is not only the second consecutive month that we’ve seen an increase – it was a whopper. Consensus expectations were for an 8.8% annualized increase in inflation.
Stock Options: An Owner’s Manual
Submitted by Sound Foundation Wealth Advisors on July 8th, 2022Staying Safe Around Bears
Submitted by Sound Foundation Wealth Advisors on July 8th, 2022
The S&P 500 recently breached bear territory, which is largely agreed to be a market that has dropped 20% from a recent peak. It’s common to see some retracing. The “bear-market bounce” is real.
Mistakes are Expensive: A New Generation Embraces Financial Planning at the Mid-Stage
Submitted by Sound Foundation Wealth Advisors on July 7th, 2022
Financial planning has evolved beyond investing assets. The old model limited comprehensive planning to a wealthy few with high levels of manageable assets. For many people, their first engagement with a financial advisor was when they needed to create a retirement income plan.
Tax Planning for Retirement: The Long Game
Submitted by Sound Foundation Wealth Advisors on July 7th, 2022
It's Not About Inflation, It's About Volatility
Submitted by Sound Foundation Wealth Advisors on July 7th, 2022
Inflation is driving the headlines and wreaking havoc on budgets. But for long-term investors – mostly everyone – short-term inflation isn’t the biggest risk to financial plans. Volatility is. It's being fueled by the Federal Reserve's efforts to balance bringing down inflation with keeping the economy out of recession.
Is a Self-Directed 401(k) Right for You?
Submitted by Sound Foundation Wealth Advisors on July 7th, 2022
Contributing regularly to a 401(k) plan is the foundation of retirement savings for many people. You determine the percentage of each paycheck you want to contribute, and you either select a target-date fund based on your expected year of retirement or pick from a relatively limited selection of mutual funds.
Cash Flow Planning When You're Thinking About Retirement
Submitted by Sound Foundation Wealth Advisors on June 29th, 2022
Pre-retirement planning is one of the most challenging stages of your financial journey. You’re still fully engaged in your career, but you’re also looking ahead to a not-distant future when your life and your source of income will radically change.
Avoiding Bad Financial Decisions
Submitted by Sound Foundation Wealth Advisors on September 5th, 2019Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when promptly corrected. However, there are some financial decisions that can be much harder to recover from. Here are just a few of them: