Improve the Odds

Staying the course is easy when returns are above average. The real challenge lies in staying the course when the market takes a turn. The Second Quarter Market Report shares historical data showing the frequency of positive returns over rolling periods of one, five, and 10 years. The data reveals that, while positive performance is never assured, investors’ odds improve over longer time horizons.

If you need help sticking to a plan long-term, let our team build you a financial plan that works for you and your assets.

This report is intended to be used for educational purposes only and does not constitute a solicitation to purchase any security or advisory services. Past performance is no guarantee of future results. An investment in any security involves significant risks and any investment may lose value. Refer to all risk disclosures related to each security product carefully before investing. Soundmark Wealth Management, LLC, its advisors and its affiliates do not provide tax or accounting services. This material has been prepared for informational purposes only and is not intended to provide, and should not be relied on for, tax or accounting advice. Please consult with your tax advisor prior to engaging in any transaction.

Community Connections

  Last week, Soundmark Advisor John D’Amelio had a great time playing in the Glendale Country Club Member Guest Tournament with one of our clients. John and Soundmark Wealth were honored to be a part of the event.   This report is intended to be used for educational purposes only and does not constitute a … Continued

Preparing Your Business (and Yourself) for a Smooth Exit

Key Takeaways Planning your business exit should start several years in advance. Make sure you have your financials, processes, structure, and advisors in place to optimize your valuation. Think long and hard about how you will spend your time post-exit. Life without your business can be an extremely tough adjustment. If you’re like many business … Continued

Welcome Soundmark Advisor, Taylor Vance

Coming from a long line of educators, Taylor has always had a passion for helping others have that “lightbulb” moment by teaching in a clear and concise way. His favorite part of his work is helping people shift their focus away from money and finances and put it back on their life and goals. Once … Continued

ESTATE PLANNING: Don’t Forget Your Pet!

If you are part of the 68 percent of U.S. households that own a pet*, you probably think of it as a true member of the family—one you love and cherish. But what would happen to that cherished family member if you were to die suddenly? Have you taken any steps to ensure the family … Continued

Soundmark Headquarters Gets a New Look

Over the last year, we’ve been busy remodeling our Soundmark office. With the work finally complete, we can now enjoy the fruits of our labor.   Adding five new individual working spaces allows us the opportunity to expand our teams and meet the demands of our growing business.   Updating our décor and furnishings has … Continued

Attention Business Owners!

Soundmark Sr. Advisor James Nevers, CFP® discusses the various types of business insurance and why it matters if you own your own business in Business.com’s Business Insurance: How to Safeguard Your Livelihood.     This report is intended to be used for educational purposes only and does not constitute a solicitation to purchase any security … Continued

Who is Your Trusted Contact?

  As our population continues to age, the prevalence of elder abuse increases. Before you think that you or a family member are too young to fit that definition, the SEC has defined an elder as anyone sixty years of age or older. As you age, there are many ways you can protect yourself and … Continued

Office Closure

Soundmark Wealth Management will be closed on Monday, May 27 in observance of Memorial Day. Have a great weekend!         This report is intended to be used for educational purposes only and does not constitute a solicitation to purchase any security or advisory services. Past performance is no guarantee of future results. … Continued

Pros and Cons of Net Unrealized Appreciation

    Key Takeaways Did you recently retire? Did you just leave an employer with company stock in your 401(k) plan? Don’t automatically roll your old plan over into your new 401(k) or IRA. Consider utilizing Net Unrealized Appreciation (NUA), a little-known strategy that could allow you to be taxed only on the cost basis … Continued