Sound Income Strategies

The DOW went up 1400 the day after election day! Is this a potential sign of what’s yet to come? #investing #finance #wealthmanagement

When you manage billions, efficiency matters. Sound Income Strategies switched to intelliflo redblack’s cloud, and the results? Faster trades, real-time pricing, and streamlined processes that are helping them scale toward $10B AUM. We’re proud to be a part of their growth journey. Check out their story! 👇

The Expert Series and ETF Global are proud to introduce the opening keynote speaker for the 2024 Fall ETPForum. Meet Eric Beyrich, Chief Investment Officer, Sound Income Strategies Eric Beyrich joined Sound Income Strategies as an Equity Portfolio Manager in 2020. Prior to joining SIS, Eric spent over 30 years as a fundamental value investor: 17 as an Analyst, 11 as a Portfolio Manager, and 3 as a Corporate Strategist. Eric holds a BA in Economics from Rutgers College, an MBA in Finance and International Business from NYU, and a Graduate Diploma in Financial Strategy from Oxford. He also holds the CFA and CFP designations. #Keynote #KeynoteSpeaker #ETP #ETPForum #ETPForum24 #ExpertSeries #NYAC #FinancialData #WealthPlanning #Invest #Markets #ETFInvestment #IssuerRelations #ETFIssuers #Registration #ETFInvestor #ETFIndustry #ExchangeTradedFunds #ETFGlobal #ETFConsumers #ETFs #AssetOwners #Endowments #FinancialAdvisors #TheETFGWay #ETF #TopWealthAdvisors #FamilyOffices Francis Hagan #UnderstandMoreInvestBetter

When you manage billions, efficiency matters. Sound Income Strategies switched to intelliflo redblack’s cloud, and the results? Faster trades, real-time pricing, and streamlined processes that are helping them scale toward $10B AUM. We’re proud to be a part of their growth journey. Check out their story! 👇

🗞️ Three of Sound Income Strategies' Separately Managed Account (SMA) models are now available on Orion’s platform. Advisors using Orion’s Communities and Orion Portfolio Solutions platforms now have access to the following strategies: Income Plus, Dividend River and Total Return. Orion Communities offers a diverse investment model marketplace, providing extensive access to strategies in equities, fixed income, and alternatives, transforming how advisors personalize portfolios for their clients. Orion Portfolio Solutions, a leading TAMP, features a robust list of investment options backed by an in-house due diligence team. "We're excited to bring Sound Income Strategies' SMA models to the Orion platform, offering advisors even greater flexibility and choice when building income-focused portfolios for their clients. By expanding the range of high-quality, income-driven strategies available on our platform, we continue to empower advisors to deliver investment solutions that help their clients meet their financial goals with confidence." - Ron Pruitt, CFA, president of Orion Wealth Management #news #wealthmanagement #wealthtech #SMAs https://lnkd.in/gkjT9jb5

We’re thrilled to celebrate 10 incredible years of success with our RIA, Sound Income Strategies! 🎉 To our amazing advisors and valued clients, we can’t thank you enough for your support and trust over the past decade. You’ve helped make this milestone possible, and we look forward to many more years of growth and success together! #finance #10year #financial

Why Fixed-Income ETFs Are So Hot🔥Right Now With recent rate cuts, fixed-income ETFs have been drawing significant attention as investors seek attractive yields and effective portfolio diversification. In a recent episode of ETF Spotlight, Neena Mishra, CFA, FRM, Director of ETF Research at Zacks Investment Research, spoke with Dhruv Nagrath, CFA, Director of Fixed-Income Strategy at BlackRock, to discuss the growing appeal of bond ETFs. https://lnkd.in/g9rkjfAV Key takeaways: 🔹 Bond ETFs are serving as strong cushions against stock market volatility, with inflows surpassing $220 billion this year. 🔹 The appeal of higher yields and the role of bonds in diversifying portfolios have made these products a compelling choice, especially in times of economic uncertainty. 🔹 Investors are looking beyond traditional cash positions, taking advantage of fixed-income strategies that lock in favorable yields. “There is still about $6.5 trillion sitting in money market funds. Dhruv explains why investors should consider pulling cash out of money market funds and locking in highly attractive yields with bond ETFs. U.S.-listed fixed-income ETFs have taken in more than $220 billion year-to-date, as bonds not only offer high income but have also resumed their traditional role as a portfolio diversifier. In fact, bonds have served as strong cushions against stock market volatility in recent months. However, many investors remain significantly underweight in fixed income.” At Sound Income Strategies, we see the growing interest in fixed income as a validation of our commitment to providing diversified, income-focused solutions for advisors and investors. It’s clear that fixed income strategies remain a critical component of a well-rounded portfolio, and we’re proud to offer options that help clients navigate this evolving market landscape.

📣 Excited to share that three of our Sound Income Strategies SMA models are now available on Orion Advisor Solutions’ platforms! This collaboration opens up new opportunities for advisors utilizing Orion Communities and Orion Portfolio Solutions, providing access to our diverse income strategies: 🔹 Income Plus: An income-driven strategy investing in preferred securities, REITs, BDCs, and ETFs. 🔹 Dividend River: An equity strategy focusing on high-yield stocks for income, with capital appreciation as a secondary goal. 🔹 Total Return: Aiming for above-market dividend income and long-term asset growth. Our mission is to offer broader access to fixed income and dividend-focused strategies, and this partnership brings us one step closer. “Advisors utilizing Orion’s platform now have access to three of our flagship SMA strategies, providing them with a wider range of high-quality options in the fixed income and dividend equity space to better serve their clients’ investment goals,” said James McConaghy, Head of Distribution at Sound Income Strategies West, in a statement. A big thank you to Orion, InvestmentNews, and Ron Pruitt, CFA for spotlighting this exciting development! Check out the article below for more details: https://lnkd.in/g6QzuB2m #fixedincome #dividends #SMA #wealthmanagement #advisorcommunity #ModelDelivery

Great day @ the FPA of Miami Symposium today. Always energizing to connect and reconnect with friends, colleagues, and advisors, making big leaps in their practices.

Sound Income’s Eric Beyrich presented at Advisor Hub – Advisors to Watch Event in NYC this past week. The topic was “The Case For High Dividend Stocks in a Rate Cut Cycle. Here is a copy of the main slide. For more information on The Sound Equity Dividend Income ETF (DIVY) please visit: www.soundetfs.com/DIVY