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.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Understanding the economy's cycles can help put current business conditions in better perspective.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here is a quick history of the Federal Reserve and an overview of what it does.
If you died, what would happen to your email archives, social profiles and online accounts?
There are hundreds of ETFs available. Should you invest in them?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
All about how missing the best market days (or the worst!) might affect your portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.