Sound Investment Management, LLC

Concerned about how the election could hurt your finances? Get the facts about markets and election years in my insights newsletter. Need some advice now? I save a few appointments each week schedule one by calling 888-500-0375.

The 2020 election is virtually guaranteed to be divisive and challenging, especially against the backdrop of the pandemic and economic crisis. Concerned about how that’ll affect markets? Check out my latest insights newsletter.

The coronavirus-driven bear market, and likely recession, will hit retirees and those nearing retirement hard. The decisions you make next about how to retire, when to claim Social Security, and how to draw income will give you either a green or red light on retirement. Take control of your retirement and give yourself the green light by downloading this free guide. Worried about what’s going on and want advice now? I save a few appointments each week grab one by calling 888-500-0375.

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The COVID-19 pandemic is upending normal life for everyone, but retirees and those nearing retirement are likely to be hurt most by the bear market and recession we’re facing. The CARES Act, which was passed by the government, has quickly helped retirees by suspending RMDs. The record-breaking market volatility has also made certain advanced retirement strategies like Roth Conversions on sale. Take advantage of today’s uncertainty and give yourself the green light by downloading this free guide. Worried about what’s going on and want advice now? I save a few appointments each week for those that would prefer 1-on-1 help. Simply call 888-500-0375 for your complimentary appointment.

The COVID-19 pandemic is hitting everyone hard/ Retirees and those nearing retirement are likely to be hurt most by the bear market and probable recession. The record-breaking market volatility has made certain advanced retirement strategies like Roth Conversions on sale. Take advantage of today’s opportunities to build tax-free income and take control of your retirement by downloading this free guide. Worried about what’s going on and want advice now? I reserve a few appointments each week save yours by calling 888-500-0375.

Discover your personal tolerance for risk using Nobel Prize-winning research. Take a short quiz now.

Do you know how much risk is in your portfolio? Find out. Take a short quiz to start.

Scientifically pinpoint your exact Risk Number using Nobel Prize-winning research. Take this short quiz now.

Investing during a bear market is tough, especially if you’re doing it yourself or not sure you’re getting the right advice. This simple guide breaks down the exact steps you should follow whether you’re in retirement right now, 5 years out, or many years away. It’s completely FREE to download during this crisis. Just click to get it.

Corrections and bear markets are a normal (if stressful) part of stock markets. Here’s what you can do when one happens.

If you’re worried about how your portfolio will handle the bear market and coronavirus volatility, this simple guide: Investments Facing Volatile Markets can help. It includes a simple step-by-step flowchart to help you assess exactly where you are to determine what steps (if any) you should take.

Bear markets happen for a lot of reasons, here’s what to do as an investor when one happens.

The market has significantly impacting portfolios. Will you do the right thing to adapt and thrive? This simple flowchart will help you determine what steps might be needed to help preserve investment health through today’s #coronavirus volatile markets. Just click to download it for free.