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Category: Investment

With decades of top experience, our team can advise businesses of any scale!

09Apr
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How Not To Invest: Common Investment Mistakes
By CKS Summit Groupin Blog, Investment

How Not To Invest: Common Investment Mistakes

Investing can be a powerful tool for building long-term wealth, but many individuals unknowingly make mistakes that hinder their financial progress. Whether it’s following misleading advice, misunderstanding financial concepts, or…

21Jun
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Discovering the Right Time to Hire a Financial Advisor
By CKS Summit Groupin Blog, Business, Investment, Wealth Management

Discovering the Right Time to Hire a Financial Advisor

Having a financial advisor by your side can make all the difference in achieving your financial goals. Wealth management is a crucial yet frequently neglected responsibility in adulthood. Collaborating with…

08Feb
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How to Make Your Money Last Through Retirement
By CKS Summit Groupin Blog, Investment

How to Make Your Money Last Through Retirement

If the last few turbulent years has taught us anything, it’s that you have to make sure your retirement nest egg goes the distance. To do so, you need some…

01Dec
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The Retirement Planning Moves to Help Eliminate Taxes.
By CKS Summit Groupin Blog, Investment, Strategic

The Retirement Planning Moves to Help Eliminate Taxes.

Despite paying taxes your whole working life, unfortunately it doesn’t stop when you hit retirement. However, there are moves you can make now to significantly reduce your tax bill in…

22Apr
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Should You Change Retirement Contributions Amid COVID-19?
By CKS Summit Groupin Blog, Business, Investment

Should You Change Retirement Contributions Amid COVID-19?

55% of Americans Are Changing Their Retirement Savings Strategies Due to COVID-19. Here’s what you need to know before making changes to your contributions. Today, it’s common knowledge the economic…

05Feb
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5 Steps to Becoming a Retirement Millionaire
By CKS Summit Groupin Blog, Investment

5 Steps to Becoming a Retirement Millionaire

Retiring with $1 million to your name would give you around 4x the net worth that the median American household has in retirement.  While having a million-dollar portfolio is a…

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Investment Advisory Services offered by Nicole Caicedo are offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. CKS Summit Group and Sound Income Strategies, LLC are not associated entities.

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