Skip to main content

Sound Foundation Wealth Advisors

  • Who We Are
    • Our Team
    • Our Golden Rule
    • Clarify. Inspire. Execute.
  • Your Foundation
    • Overview
    • Defining Your Objectives
    • Protecting Your Path
    • Vehicles For Success
  • Your Future
    • Overview
    • Preparing For Financial Independence
    • Strategic Diversification
    • Long-Term Success
    • Tactical Partnerships
    • What Is Your Legacy?
  • Specialties
    • Overview
    • Medical Professionals
    • Tech Professionals
    • Education Professionals
  • Current Clients
    • Account Access
    • Schedule a Virtual Meeting
    • Message Us
  • Blog
  • Contact

    You are here

  1. Home
  2. Archived Blog
  3. February 2023

February 2023

Is It Time for an Umbrella Policy?

Submitted by Sound Foundation Wealth Advisors on February 28th, 2023

 

Increasing the personal liability coverage limits on your auto and homeowners insurance as your income grows is a smart move. But there are limits to how much personal liability insurers will cover as a part of these asset-specific policies. That’s where an umbrella policy comes in.

  • Read more

February Market Commentary

Submitted by Sound Foundation Wealth Advisors on February 6th, 2023

January Recap and February Outlook

 

The market adage is “as January goes, so goes the year.” Is it true? According to an analysis by Fidelity, January returns are positive about 75% of the time the full year turns out positive.

  • Read more

Avoiding the Big Retirement Risks

Submitted by Sound Foundation Wealth Advisors on February 1st, 2023

 

  • Read more

Recession, Recovery, or Both?

Submitted by Sound Foundation Wealth Advisors on February 1st, 2023

 

The markets are starting to feel like Groundhog Day. Almost every month, it's a cadence of employment numbers, CPI, Fed,  -- market reacts.

  • Read more

Recent Blog Posts

  • Tax Season is Done; Now What?
  • The Five Key Components of Financial Literacy
  • 529 Plans and SECURE 2.0: More Flexibility

Archived Blog

  • May 2024 (1)
  • April 2024 (2)
  • February 2024 (2)
  • January 2024 (3)
  • December 2023 (1)
  • November 2023 (3)
  • October 2023 (3)
  • September 2023 (1)
  • August 2023 (2)
  • July 2023 (1)
  • June 2023 (1)
  • May 2023 (2)

Categories

  • #inflation (1)
  • #market update (1)
  • #work-life balance (5)

Contact Us

We would love to hear from you!

Phone: (360) 903-5301

Email: Office@SoundFoundationWA.com

Office Locations: Seattle/Bellevue, WA - Portland, OR/Vancouver, WA - Meridian/Boise, ID - Chapel Hill, NC

Schedule a Virtual Meeting

"Your Foundation Defines Your Future"

  • Sitemap
  • Legal, privacy, copyright and trademark information

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of AK, AL, AR, AZ, CA, CO, FL, GA, ID, LA MA, ME, MI, MN, MO, NC, NJ, NM, NV, OH, OK, TN, TX, VA, VT, & WA.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Sound Foundation Wealth Advisors and Cambridge are not affiliated.

Check the background of this investment professional on FINRA's BrokerCheck 

 

© 2025 Sound Foundation. All rights reserved.

Website Design For Financial Services Professionals