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28May
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What the Fed’s Latest Move Means for Your Portfolio
By CKS Summit Groupin Blog

What the Fed’s Latest Move Means for Your Portfolio

As markets evolve and economic conditions shift, investors often look to the Federal Reserve for cues on the future direction of interest rates, inflation, and overall financial stability. In May…

21May
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Is Now a Good Time to Invest in Annuities?
By CKS Summit Groupin Blog

Is Now a Good Time to Invest in Annuities?

Wealth alone doesn’t guarantee peace of mind in retirement. What does? A strategy that transforms your assets into reliable income, without sacrificing flexibility or control. For high-net-worth individuals, annuities are…

26Mar
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Should I Be Preparing for a Recession?
By CKS Summit Groupin Blog

Should I Be Preparing for a Recession?

Economic downturns are an inevitable part of the financial landscape. While predicting the exact timing of a recession is impossible, many Americans—particularly those approaching retirement—are left wondering how to prepare…

16Oct
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Common Investment Mistakes and How to Avoid Them
By CKS Summit Groupin Blog

Common Investment Mistakes and How to Avoid Them

Investing for retirement can be a complex and daunting task, particularly for individuals with substantial assets. The more wealth you have to manage, the higher the stakes, and the potential…

25Sep
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How Market Volatility Affects Your Retirement Savings
By CKS Summit Groupin Blog

How Market Volatility Affects Your Retirement Savings

As you approach retirement, one of the most pressing concerns you may face is how market volatility will impact your retirement savings.  Market volatility refers to the frequent and sometimes…

15May
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Answering the Top 5 FAQs About Retirement Planning
By CKS Summit Groupin Blog

Answering the Top 5 FAQs About Retirement Planning

Retirement planning is a crucial aspect of financial management that often raises numerous questions for many approaching their golden years. The closer you get to transitioning, the more crucial it…

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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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