Media

September seasonality is once again weighing on stocks. Advisors discuss how they handle the market’s trickiest month. By Gregg Greenberg September 10, 2024 https://www.investmentnews.com/equities/september-is-historically-a-scary-month-for-stocks-why-not-market-time-it/257067 Forget “Beetlejuice, Beetlejuice, Beetlejuice.” For financial advisors and their clients, it’s “September, September, September” that seems to summon the market’s devilish spirit. With all due respect to Beetlejuice Beetlejuice director Tim …

September is historically a scary month for stocks. Why not “market time” it? Read More »

Consulting, Coaching And Marketing Services Provider Advisors’ Academy Rebranded To Sound Income Academy James Miller Sept. 6, 2024 https://wealthsolutionsreport.com/2024/09/06/sound-income-group-rebrands-consulting-unit/ Financial services company Sound Income Group rebranded its consulting, coaching and marketing division to Sound Income Academy to better align with the focus of the broader organization. Founded as Advisors’ Academy in 2006, Sound Income Academy provides a training platform …

Sound Income Group Rebrands Consulting Unit Read More »

The diversified financial services company in Florida is reaffirming its focus on income with a rebrand of its consulting and marketing arm for independent annuity producers. By Leo Almazora September 4, 2024 https://www.investmentnews.com/rias/sound-income-group-sharpens-brand-focus-with-relaunched-coaching-division/256992 Sound Income Group, a diversified financial services company in Florida, is making its support for income-focused advisors loud and clear with a …

Sound Income Group Sharpens Brand Focus with Relaunched Coaching Division Read More »

Eric Beyrich, Sound Income Strategies’ Co-CIO, joins ‘Fast Money’ to talk the retail sector and what to expect from next week’s earnings.

Sound Income Strategies founder and CEO David Scranton joins Zephyr Market Strategist Ryan Nauman to discuss all things income investing. During this engaging conversation, David shares his insight about uncovering value traps, what is driving the current rotation into value stocks and small caps, and his view on opportunities in fixed income. He also shares a great …

Adjusted for Risk: What’s In Store for Income Investing With Rate Cuts Upcoming? Read More »

Uncle Sam is sitting on a mountain of debt and needs to find revenue wherever it can. By Gregg Greenberg July 23, 2024 https://www.investmentnews.com/investing/news/what-happens-if-munis-lose-their-tax-exemption-advisors-weigh-in-255618 Tax-free municipal bonds have traditionally been the cornerstones of high-net-worth investor portfolios. So what happens if those tax-free benefits go away? Wells Fargo & Co.’s head municipal bond strategist Vikram Rai …

What happens if munis lose their tax exemption? Advisors weigh in. Read More »

Dave Scranton, founder of Sound Income Group, remembers the day he made a critical shift in his investment strategy. It was a move that would make Scranton a sought-after mentor in retirement income and lay the foundation for three businesses. “At the beginning of 1999, the stock market was at a record high, with price-to-earnings …

I Became Known As The Income Guy Read More »

https://dwealth.news/2024/07/fintech-views-leadership-101-is-mastery-of-digital-solutions-a-prerequisite FORT LAUDERDALE, FL. (July 11, 2024) – Empowering others to succeed is the essence of leadership. For asset managers and investment professionals in—or near—the C-suite at their firms, this mandate extends beyond their subordinates: They must also effectively serve the needs of the financial advisors and wealth management firms they interact with daily. This …

FINTECH VIEWS: Leadership 101 – Is Mastery of Digital Solutions a Prerequisite? Read More »

Sound Enhanced Fixed Income ETF (FXED) consistently among top performers in its Morningstar category (US Fund Conservative Allocation) Fund has 5-star rating over 1- and 3-year time periods FORT LAUDERDALE, FL. (June 27, 2024) – Sound Income Strategies, an SEC-registered RIA with approximately $3 billion in total assets under management across a range of investment solutions …

Sound Income Strategies Marks the Completed Move of Its FXED and DIVY ETF Listings to the Floor of The New York Stock Exchange Read More »

WSR List Of CMO 10 – Top Wealth Management CMOs Recognizes Leaders From Dynasty, FusionIQ, Snappy Kraken, Edelman Financial Engines, iCapital, Haven Mark Partners, Sowell Management, FMG, AlTi Tiedemann Global And Sound Income Group. By Chris Latham June 25, 2024 https://wealthsolutionsreport.com/2024/06/25/wsr-honors-cmo-10-top-wealth-management-cmos/  Marketing is the often overlooked value-add for the wealth management space that accelerates growth …

WSR Honors CMO 10 – Top Wealth Management CMOs Read More »