Retirement Income Source?, LLC

From our family at Retirement Income Source to yours, we’re wishing you a Thanksgiving filled with warmth, happiness, and countless reasons to smile. #thanksgiving #happythanksgiving

What if we told you the secret to $50M in new assets every year is finally within reach? ?? On January 7th, the game changes forever... Pre-order today: https://lnkd.in/gTBfdM6G #finance #FinancialAdvisors #financialadvisor

Reverse Field Visit season is here, and we’re thrilled to welcome some familiar faces! It’s always a pleasure to have you with us, Matthew and Amanda! #finances #financialadvisor #financialadvisors

The Financial Industry's Best-Kept Secret Is About to Be Unlocked ?? Only a select few have known this hidden advantage—until now. Are you ready to uncover what most advisors will never know? ?? Watch the video for your exclusive glimpse inside the vault... #financial #financialadvisor #financialadvisors

We are fully underway here at the Fall 2024 ETP Foum! Our Keynote speaker Eric Beyrich of Sound Income Strategies getting things started.

With respect, honor, and gratitude, we thank all Veterans for their service. Your dedication to our country will never be forgotten. #VeteransDay #ThankYouVeterans

Trump won the 2024 election! What does this mean for your finances? Does anything change? #financialplanning #retirement #investing

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

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