Passive Investing Is Anything But...
We believe a passive investment approach allows us the opportunity to focus on financial planning matters that we believe will have the greatest impact on sustaining your wealth over time.
Market in Review: Lessons in Volatility
Why We Diversify
Let’s Talk About Health Savings Accounts
In our debut podcast, Soundmark Advisor Liz McQueen, CRPC® discusses the benefits of a Health Savings Account (HSA) with Soundmark Principal Todd Flynn, CPA, CFP®.
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?