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 given fresh life to our office environment. If you get the opportunity, we’d love to have you visit our new space.

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.

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

Soundmark Wealth by the Numbers

  Soundmark Wealth Management is committed to providing our clients a richer life through thoughtful planning, sensible investing, and objective advice. We work with clients to make intelligent decisions, based on financial needs, not market movements. Want to work with our experienced professionals? Connect with us and we’ll develop a financial plan that meets your … Continued

Fads Come and Go

  “There’s one robust new idea in finance that has investment implications maybe every 10 or 15 years, but there’s a marketing idea every week.” – Nobel Prize recipient Eugene Fama Before adding assets or changing strategies in your portfolio, ask yourself the following three questions. What is this strategy claiming to provide that is … Continued

Recessions Are Part of a Normal Economic Cycle

Key Takeaways: Recessions and bear markets are part of a healthy economic and financial market cycle. The best we can do is allocate accordingly. Inverted yield curves occur in most recessions—but they don’t necessarily mean a recession is imminent. Stocks generally decline leading up to a recession but tend to rise as the recession wears … Continued

529 College Savings Plan Rules and Reminders

  Key Takeaways: Distributions from a 529 plan are tax-free if they are used for qualified college expenses such as tuition, room and board, books and computers. Distributions from your 529 plan must be made in the same year as your qualified expenses are incurred for your distribution to be considered tax-free. Review your 529 … Continued