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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
What kind of auto insurance should you have? Do you know?
It's important to understand how inflation is reported and how it can affect investments.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Probate can be a completely public process, or it can be managed to include as little information as possible.
For some, the social impact of investing is just as important as the return, perhaps more important.
For many, retirement includes contributing their time and talents to an organization in need.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A special needs trust helps care for a special needs child when you’re gone.
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.
The decision whether to buy or rent a home may have long-term implications.
Here is a quick history of the Federal Reserve and an overview of what it does.
How do the markets usually react to elections? Was the 2016 election any different?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.