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In The Media

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 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

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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 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

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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 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 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 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

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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 whose affiliate Sound Income Strategies is an SEC-registered RIA with over $3 billion in total assets under management, is proud to announce it has been recognized as a Top Workplace

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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. Digital Wealth News has reported in the past that the firm utilizes a range of technology, including electronic communication through account dashboards, videos and artificial intelligence to support its clients

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