by Soundside Wealth | Jun 20, 2024 | Uncategorized
In his Monday missive, First Trust Chief Economist Brian Wesbury wrote about solving big, seemingly intractable problems by using “iterative” thinking. Kind of a like “thinking outside of the box” on steroids. It’s a thought provoking read, accessed by clicking here....
by Soundside Wealth | Jun 6, 2024 | Uncategorized
I considered Chris B. my best friend. Middle School was a rough time for this cowboy. I’d been a hanger-on in a bad group of older boys for several years. Chris’s friendship provided an anchor to keep my ship from going over the falls and catalyst to achieve escape...
by Soundside Wealth | Apr 22, 2024 | Uncategorized
You are able to save on a monthly basis. What accounts should you be funding? As previously covered, you should strive to save between 10-20% of your monthly income. But where should you be stashing this money? Savings Account? CD? Mutual Funds? Crypto? To answer...
by Soundside Wealth | Apr 1, 2024 | Uncategorized
Where to start: Saving vs. Investing For this conversation, let’s focus on just two areas of your finances: Saving and Investing. Before we get into what you should be doing to fund these types of accounts, it is important to distinguish between the two....
by Soundside Wealth | Jan 19, 2022 | Uncategorized
It’s January and a question we invariably get from clients is, “What do you think the markets will do this year?” Our response is an honest, “We have no idea. Unfortunately, the future is unknowable.” Of course, we don’t leave anyone hanging like that. We go on to...
by Soundside Wealth | May 13, 2021 | Uncategorized
The order of when things happen can be your friend – or foe. Take for instance an extended market downturn early in retirement, just as you start making portfolio withdrawals. This unlucky turn of events, if not managed properly, could make a serious dent in...
