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Employee Spotlight: Kaliko Veiseh Thumbnail

Employee Spotlight: Kaliko Veiseh

Some describe Kaliko as the “glue” that brings others together. She has been using this “glue” for years, building long-term relationships with many of our clients. “Financial planning is very intimate; it is almost necessary for clients to reveal everything about themselves to allow for the most appropriate planning for them. Trust and integrity are very important to the way I approach my client interactions.”.

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Listening to the Silent Majority Thumbnail

Listening to the Silent Majority

Soundmark Principal and author of The Coffeehouse Investor Ground Rules: Save, Invest, and Plan for a Wealth of Happiness, Bill Schultheis discusses the silent majority and other topics in a recent podcast interview with Morningstar.

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Cash Balance Plans Thumbnail

Cash Balance Plans

High-earning owners of business and professional practices may be able to sock away several hundred thousand dollars per year toward retirement—after maxing out their 401(k)s with cash balance pension plans.

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Risk Tolerance Verus Risk Appetite Thumbnail

Risk Tolerance Verus Risk Appetite

When markets soared in 2019, most investors wished they had taken on more risk. But those are the same investors who wish they had been more conservative when the markets fluctuated wildly and trended downward during the pandemic onset. What's your risk appetite worth?

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Meet the Team: Ben Hicks – Advisor Thumbnail

Meet the Team: Ben Hicks – Advisor

As we enter the new year, we highlight our newest Financial Advisor, Ben Hicks. Before working at Soundmark, Ben built a successful career in the banking industry, managing banking needs for clients that included Soundmark Principal Bill Schultheis.

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Smart Planning for an Uncertain Tax Landscape Thumbnail

Smart Planning for an Uncertain Tax Landscape

It goes without saying that 2020 was a challenging year. For many, it was a devastating year as they lost a loved one, a job, a business, or substantial personal wealth. The fallout from the pandemic was felt far and wide.

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Financial Wisdom for the New Year

Soundmark Principal Bill Schultheis released his new book The Coffeehouse Investor Ground Rules: Save, Invest, and Plan for a Life of Wealth and Happiness on the same day the Dow Jones Industrial Average pushed through 30,000 for the first time. When he launched his first book in 1998, the index was at 9,000. It is …

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