May Monthly Newsletter

After a Calmer April, the Market is Offering a Gift to Those Who Need It Since the start of the coronavirus pandemic, I’ve been sharing weekly videos to keep you updated on the financial markets and the status of your investments. In this month’s newsletter, I’d like to share some important recurring messages from those …

May Monthly Newsletter Read More »

May Monthly Newsletter

[media-downloader media_id=”4558″ texts=”Download PDF” class=”cherry-btn”] April 2020 Index Month Year Dow Jones +11.2% -14.0%  S&P 500 +12.8% -9.2% NASDAQ +15.4% -0.5% Barclays +1.77% +4.98% 10-Yr Treasury yield was 0.66% at the end of March and 0.63% at the end of April   Markets Even as the coronavirus raged on, the financial markets managed to partially …

May Monthly Newsletter Read More »

Retirement Income Strategies

One of the first things people do once they get serious about planning and saving for retirement is to look to a retirement calculator to let them know how much they need to save, or how much longer they need to work to be able to retire. There’s nothing wrong with that.

April Monthly Newsletter

[media-downloader media_id=”4511″ texts=”Download PDF” class=”cherry-btn”] February 2020 Index Month Year Dow Jones -13.6% -22.6%  S&P 500 -12.3% -19.5% NASDAQ -10% -13.8% Barclays -0.58% +3.1% 10-Yr Treasury yield was 1.14% at the end of February and 0.66% at the end of March   Markets As I’m sure you know, on March 30th the White House announced …

April Monthly Newsletter Read More »

April Monthly Newsletter

Ongoing Crisis Illustrates Exactly Why Protection Should Be Priority Number One In late March the U.S. surpassed every country in the world in reported cases of the coronavirus.* If you think about it, that’s not surprising. The social distancing measures health experts recommend for slowing the spread of the virus have been more difficult to …

April Monthly Newsletter Read More »

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Retirement Income Source and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Retirement Income Source and Sound Income Strategies LLC are associated entities.