Arbor Financial Services Blog
The Arbor Financial Services Blog features timely tips and insights on a variety of financial topics important to retirees and near-retirees.
WSR Pathfinder Awards – Top Hispanic Industry Leaders Of 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
Advisor Tech Talk (Week of 10/1/24)
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
Rates Are Down. Time To Redeploy Clients’ Cash? – Financial Advisor Magazine
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
An Income Guru Denounces the 4% Rule
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
50bps point cut from the Fed would be ‘a little desperate,’ strategist says
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
Sound Income Group Reveals Academy For Supporting Advisor Growth
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
The Promise Of The Recruiting Pitch. The Reality Of Joining The Ranks
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
Investors react to fiery presidential debate between Trump and Harris
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
September is historically a scary month for stocks. Why not “market time” it?
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
Sound Income Group Rebrands Consulting Unit
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
Sound Income Group Sharpens Brand Focus with Relaunched Coaching Division
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
Sound Income Strategies’ Co-CIO breaks down retail earnings picture
Eric Beyrich, Sound Income Strategies’ Co-CIO, joins ‘Fast Money’ to talk the retail sector and what to expect from next week’s earnings.
Adjusted for Risk: What’s In Store for Income Investing With Rate Cuts Upcoming?
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
What happens if munis lose their tax exemption? Advisors weigh in.
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
I Became Known As The Income Guy
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
Sound Income Strategies Marks the Completed Move of Its FXED and DIVY ETF Listings to the Floor of The New York Stock Exchange
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
WSR Honors CMO 10 – Top Wealth Management CMOs
WSR List Of CMO 10 – Top Wealth Management CMOs Recognizes Leaders From Dynasty, FusionIQ, Snappy Kraken, Edelman Financial Engines, iCapital, Haven Mark Partners, Sowell
Sound Income Group Named a Top Workplace in South Florida By The Sun Sentinel
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
Sound Income Group Founder, CEO David Scranton to Speak at Wealth Management EDGE
FORT LAUDERDALE, Fla., April 11, 2024 /PRNewswire/ — Sound Income Group, a Fort Lauderdale, Florida-based, diversified financial services company whose affiliate Sound Income Strategies is an SEC-registered RIA
Sound Income Strategies’ ETF Ends Year as a Top Performer
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.
Is the economy at a tipping point?
Is the economy at a tipping point? Inflation, rising interest rates, market volatility and talk of a new recession. That’s been the story of the
Understanding Your Retirement Account Options
401k, 403b, IRA, Roth IRA… Your retirement savings options can get confusing. I’m here to help. Choosing the right type of plan to help save
SECURE Act 2.0 Update
Now that congress has passed more changes to the laws around retirement planning, what does it mean for your plan? On March 29th, the House
Financial Spring-Cleaning Tips
When you’re spring cleaning your house and yard this year, don’t forget your finances. Just as your house doesn’t clean itself, your money can get
5 Steps Before Retirement
Preparing for retirement is a step-by-step process. But what are most essential steps? No two houses are exactly alike. Yet the construction of every house
Timely Tax Tips
Spring is just around the corner – which means so is the 2022 tax deadline. It’s almost March, and that means we’re right in the
What’s New With Social Security
The new year has brought new rules to Social Security. What do you need to know to get what’s coming to you? Every year brings
Tech Investing 101
You can count on technology to keep changing. But can you count on it for retirement income? As bad as the coronavirus has been for
Inflation Proof Your Retirement
It’s a New Year but it’s the same old story: inflation. How bad will it get, and how can you help protect yourself? As we
20 Tips to Improve Your Financial Health in 2022
Happy New Year! I’m going to help you make it even happier by improving your financial health. New Year’s is a time when many people
2022 Market Forecast
Happy Holiday season! Will it be a happy one for the financial markets? And what does next year hold in store? Inflation, interest rates, Covid-19….
Is Investing for Income Right for Me?
When you buy clothes, you make sure they fit first. Why not do the same with your financial plan? As I’ve said many times, in
Real Estate and Retirement Income
There’s more than one way to crack an egg… and to invest in real estate. Is one of them right for you? Investing in real
Is Investing for Income Right for Me?
When you buy clothes, you make sure they fit first. Why not do the same with your financial plan? Shifting your investment focus from growth
Retirement Scams
What was the name of your favorite pet? Wait, don’t answer! It could get you scammed! We’ve all seen those innocent looking memes on social
Scary Facts About Retirement
Sure, ghosts and goblins are scary, but in some ways there’s nothing scarier than retirement. It’s that spooky time of year again. But when it
It’s a question most of us start asking in our 50s: when should I retire?
Culturally, we’re programed to think of 65 as the normal retirement age, but many people retire much earlier than that, and some much later. It
What’s Driving Wall Street’s New Nervousness? Lots!
Last month, I identified several issues that could shake up the markets this fall, and they’ve been shaking them. However, new issues have also emerged.
Estate Planning 101
Although estate planning can be a complex task, a well-constructed plan can make a big difference in what is left for your loved ones. Before
Personal Finance Primer
Working with the right professional is important, but financial success starts at home. Even the best financial strategy can be undermined by bad habits. The
Skeletons are Piling Up in the World’s Closet as Fall Arrives
The Summer that began with so much optimism is coming to an end. While Wall Street is still clinging to optimism, its grip may be
7 Retirement Risks
Some risks you can’t see coming. Others you can try to predict – and prepare for. It’s all well and good to dream about a
The Dangers of Following Cookie-Cutter Financial Rules and Strategies
It’s important to understand why it’s dangerous to follow cookie-cutter solutions with regards to financial investments. This comes as a response to the common occurrence
Fall Financial Moves
Summer days are slipping away. Are you financially ready for Fall? For most people, Summer is the season to relax and forget about your finances.
More Successful Investing
Some things are simple in concept, but not easy in execution. Investing is one of them. So, why is doing it so hard? Today we’ll
Ways to Help Minimize Your Retirement Taxes
It’s always a relief when tax season is over. But then again, tax season is never over. You may leave behind a lot of
COVID and Retirement
One silver lining in any disaster is that we learn from it. The coronavirus pandemic was no exception. Governments learned, scientists learned, and hopefully you did, too. Let’s look at Four Personal Finance Lessons from the Coronavirus…
Income Options Toolkit
To do the job right, you need the right tools. That’s especially true when the job is your retirement. What is in the toolbox of an advisor who specializes in income? Let’s find out.
Four Mistakes You Might Be Making Right Now
In confusing times, it is easy to make mistakes. Are you making one now with your retirement plan? Here are four mistakes you might be making right now and how to fix them
Digital Currency
The days of cold, hard cash are numbered. What will the shift to digital currency mean for investors? What investors need to know.
Creating Your Financial Plan
February 23, 2020 | Guests: Alex Vicencio, Sam McElroy, and Scott McLean The Income Generation With David J. Scranton ***Disclaimer: Sound Income Strategies, LLC is
Trump’s Tax Cuts
February 2, 2020 | Guests: Peter Schiff & Logan Mohtashami The Income Generation With David J. Scranton ***Disclaimer: Sound Income Strategies, LLC is a registered
Jeff Small Guest Hosts the “Best of”
August 4, 2019 Guests: Chris Hogan, The Income Generation With David J. Scranton ***Disclaimer: Sound Income Strategies, LLC is a registered investment advisor. Information presented
Jobs & Manufacturing | July 14, 2019 | The Income Generation
Jeff Small guest hosts this edition of “The Income Generation” featuring Greg McBride, from Bankrate.com, Kathy Bostjancic, Chief U.S. Financial Ecnomist at Oxford Economics, and
