Sound Investment Insights
Is Your Advisor REALLY a Fiduciary?
Most people assume their financial advisor is a fiduciary—but that isn’t always true. In this video, I break down what “fiduciary duty” actually means in plain English, why it matters, and what you should expect from an advisor who is truly committed to putting your…
The 7 Step Financial Planning Process (What Real Planning Looks Like)
Most people think financial planning is just a spreadsheet. But real financial planning is a process—a structured framework designed to help you make better decisions, reduce uncertainty, and build long-term confidence. In this video, I walk through the 7-step…
What 2025 Reminded Us About Markets, Process, and Discipline
Markets delivered strong results in 2025, but outcomes alone rarely tell the full story. In this video, I reflect on what 2025 reinforced about investing: the limits of prediction, the importance of process, and why discipline matters most when things feel uncertain….