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Working with our team at Sound Investment Group

                        Trust          Experience         Guidance



Sound Investment Group is headquartered in Downers Grove, IL and is dedicated to deliver objective wealth management and investment advice to its clients across the US.  With the guiding principle of putting the client first, partners Hal Rosenblume and Jim Rueth founded Sound Investment Group after working together for over a decade at a major Wall Street firm.   With over 40 years of combined experience our wealth management team has allowed us to assist families, business owners, professionals, educators and executives in transitioning through each phase of their financial lives.

Sound Investment Group offers and delivers to its clients the following services and more:

                    Investments                                                  Estate Planning
                    Financial Planning                                        Life Insurance    
                    Retirement Income Planning                        401(k) Rollovers
                    Trust Services*                                             Asset Allocation
                    Pension Analysis                                          Retirement Plans

Increasingly complex financial markets and longer life expectancies has made finding and working with a team of trusted investment professionals more essential than ever.  Our team will see and understand your total financial picture, help you define your financial goals and provide strategies focused on your needs.  Together we will formulate a sound financial plan that pursues your goals.

It begins with Sound Investment Group!   

* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Financial planning offered through LPL Financial, a Registered Investment Advisor. 

Helpful Content

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The Half Million Dollar Baby

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The ABC’s of Auto Insurance

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Inflation & Your Money

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Healthcare Costs in Retirement

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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Volunteering in Retirement

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Investments

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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