Turning the Bear Market into a Goldilocks Moment
Submitted by Sound Foundation Wealth Advisors on July 18th, 2022
July 2022
Retiring in a Volatile Market: Control What You Can
Submitted by Sound Foundation Wealth Advisors on July 18th, 2022
Retirement during a volatile market is unsettling. Whether you are on the cusp or have already made the leap, a market downturn’s impact on your savings will be felt now and potentially for years to come. How do you keep your plan on track and your desired lifestyle in place?
Are We Headed Into a Recession?
Submitted by Sound Foundation Wealth Advisors on July 18th, 2022
Headlines have been all about the potential for an economic recession in the near term. The most recent recession was in early 2020, at the beginning of the pandemic – and it was the shortest recession on record, lasting just two months.
Tax Planning at the Mid-Stage of Your Career
Submitted by Sound Foundation Wealth Advisors on July 18th, 2022
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, 2022
Whether you’re at a pre-IPO start-up, a growing public company, or a blue chip that just developed a life-saving vaccine, stock options can provide a boost to your current and long-term wealth.
Staying 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.
