Jason Durity
December 23, 2024
For financial advisors, the subtle art of attracting prospective clients in many ways parallels the meticulous process of landing a trophy fish, like a marlin or […]
December 3, 2024
As a successful financial advisor, bestselling author, and CEO of Sound Income Group, I have dedicated my career to helping investors achieve their financial goals and […]
December 3, 2024
The financial advising landscape is evolving at lightning speed, and one thing is clear: traditional marketing alone won’t cut it anymore. Clients are turning to the […]
December 3, 2024
The financial services landscape is shifting, and so are the expectations of today’s clients. With retirement looming larger than ever for millions of Americans, the demand […]
October 8, 2024
WSR Completes Third Year Of Pathfinder Awards By Recognizing Excellence And Achievement In Honor Of National Hispanic Heritage Month By Janeesa Hollingshead October 8, 2024 https://wealthsolutionsreport.com/2024/10/08/wsr-pathfinder-awards-top-hispanic-industry-leaders-of-2024/ […]
September 30, 2024
By Christopher Robbins September 30, 2024 https://dwealth.news/2024/09/advisor-tech-talk-week-of-10-1-24/ This week in Advisor Tech Talk, wealth management continues its hot streak of activity, and of course, wealthtech follows […]
September 26, 2024
By Ben Mattlin September 26, 2024 https://www.fa-mag.com/news/rates-are-down–time-to-redeploy-your-cash-79695.html Before the Federal Reserve slashed the benchmark interest rate by 50 basis points in early September, many banks were […]
September 23, 2024
By John Kimelman September 20, 2024 https://www.advisorhub.com/resources/denounce-4-percent/ “The problem with these withdrawal rules is that the number is always changing,” says Scranton. “Traditionally, the withdrawal rate […]
September 17, 2024
Ahead of interest rate cuts expected next week, Sound Income Strategies co-CIO Eric Beyrich joins Julie Hyman and Josh Lipton on Market Domination. Beyrich says next […]
September 13, 2024
By Amit Chowdhry September 13, 2024 https://pulse2.com/sound-income-group-reveals-academy-for-supporting-advisor-growth/ Sound Income Group (formerly known as Advisors’ Academy), a Fort Lauderdale, Florida-based diversified financial services company, announced it is […]
September 11, 2024
How Often Do The Two Align After An Advisor Signs On The Dotted Line? By Janeesa Hollingshead September 10, 2024 https://wealthsolutionsreport.com/2024/09/10/the-promise-of-the-recruiting-pitch-the-reality-of-joining-the-ranks/ For a wealth management enterprise […]
September 11, 2024
By Staff September 11, 2024 https://www.reuters.com/world/us/investors-react-fiery-presidential-debate-between-trump-harris-2024-09-11/ U.S. stock futures slipped and the dollar edged lower in early Asian trading on Wednesday as Republican Donald Trump and […]
September 10, 2024
M&A By LPL, WEG, Mercer, Mariner, Mesirow And GTCR. Recruitments By WFA, Cetera And RBC. Sound Income Group Rebrands Consulting Unit. Catchlight Introduces Lead Routing Model. […]
September 10, 2024
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, […]
September 9, 2024
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, […]
September 6, 2024
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. […]
August 19, 2024
Eric Beyrich, Sound Income Strategies’ Co-CIO, joins ‘Fast Money’ to talk the retail sector and what to expect from next week’s earnings.
August 7, 2024
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 […]
July 24, 2024
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 […]
July 19, 2024
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 […]
July 1, 2024
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 […]
June 25, 2024
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, […]
June 25, 2024
Firm Ranks No. 34 Among Small Businesses FORT LAUDERDALE, Florida, June 25, 2024 — Sound Income Group, a Fort Lauderdale, Florida-based, diversified financial services company whose […]
June 21, 2024
Sound Income Strategies CEO David Scranton describes why growth might not be the only goal of clients nearing retirement.
March 26, 2024
Sound Income Strategies, a Florida-based RIA and money manager, saw its FXED ETF end 2023 in the top 1% of similar funds tracked by Morningstar. Digital […]
March 20, 2023
Americans are notorious for overspending when the holiday season rolls around, and while that may be good for the economy in the short-term, it often ends […]
March 20, 2023
The 100th anniversary of women’s right to vote in the U.S. occurred in 2020. During the last century, women have made great strides in educational achievement […]
March 20, 2023
Unfortunately, since many financial advisors working today entered the business in the 1980s and 90s, during the best stock market in US history, they became stock […]
March 20, 2023
The idea behind Required Minimum Distributions, or RMDs, is that the government wants to give us a tax incentive to save for retirement, but they also […]
March 20, 2023
Have you ever bought a pair of pants for your child or grandchild that were too big? It’s a common occurrence, and when it happens, you […]
March 20, 2023
Before you retire, you should know what all your various sources of income will be, and how much you can expect to receive from each. Obviously, […]
March 20, 2023
Starting about five years ago I began using the term “Income Generation” to describe the demographic encompassing my clients, prospective clients, and myself. To put it […]
March 20, 2023
The great Alabama coach “Bear” Bryant once said, “Defense wins championships,” and you can bet that almost every great coach in nearly every sport has shared […]
March 20, 2023
We hear the term “renewable resource” used often when referring to energy — solar, wind, and even tidal energy. Most agree that the practical use of […]
March 20, 2023
Are you working with the wrong financial advisor? Is he still the advisor best qualified to help you meet your retirement goals—and to do so with […]
March 20, 2023
The $1.7 trillion budget bill signed by President Biden on Dec. 29, 2022, included the bipartisan SECURE Act 2.0. The legislation expands on many of the […]
March 20, 2023
Few inventions in recorded history have revolutionized the way we live like the Internet. It has changed the way we communicate and has made thousands of […]
March 20, 2023
It seems that tax laws and regulations are constantly changing. And with a new president sitting in the oval office, it’s entirely possible that more changes […]
March 20, 2023
Passive income has become a hot topic and for good reason. Who wouldn’t like to generate income without putting in a hard day’s work? From teenagers […]
March 20, 2023
Everyone understands that the mass media has changed drastically. Not so long ago, we relied on daily newspapers, TV, and radio for all the information we […]
March 20, 2023
When people think of Investing for Income, the first thing that might come to mind is investing in non-stock market investments, like bonds. Yes, bonds and […]
March 20, 2023
Aggressive instruments are those primarily invested in for growth. As the chart shows, they include things such as common stocks, stock mutual funds, commodities, Business Development […]
March 20, 2023
Most people are aware that charitable contributions to qualified recipients are tax-deductible, provided they are made by December 31 of the tax year for which you […]
March 20, 2023
One of the first things people do once they get serious about planning and saving for retirement is to look at a retirement calculator to find […]
March 20, 2023
If you’re like most people, you believe there’s a great deal of truth in the old adage that history tends to repeat itself more often than […]
March 20, 2023
Working Americans at or approaching retirement age today face many unprecedented challenges unique to their generation. That’s why it’s important to have a retirement plan that […]
March 20, 2023
Dispelling myths, rumors and misinformation is an ongoing battle for financial advisors. Estate planning is a topic especially prone to myths and misinformation. In this report, […]
March 20, 2023
It’s no secret that Americans are living longer than ever. While that’s great news, it also creates many personal and social challenges. According to the Centers […]
March 20, 2023
Traditionally, the key to a financially solid retirement plan has been to save early, ideally from the day you start working. It’s always been good advice […]
March 20, 2023
Since many of today’s financial advisors got into the business in the 1980s and 90s, during the best stock market in U.S. history, most have become […]
March 20, 2023
Nothing exists in a vacuum, meaning that even if you’ve determined the best time and method of taking your Social Security benefits based on your age, […]
March 20, 2023
There is an ideal order in which to pull from retirement accounts when taking IRS Required Minimum Distributions (RMD). The goals, which often go unheeded, are […]
March 20, 2023
Not all financial advisors are the same. And as you near retirement, the stakes are too high to work with the wrong advisor. Read this report […]
October 28, 2022
You try to protect your car, home, and your health with insurance, but are you trying to protect your retirement income? With the potential for tax-deferred […]
October 28, 2022
Most of us look forward to retirement, imagining that we’ll get to relax and enjoy activities we haven’t had time for such as traveling, reading, and […]