Sound View Wealth Advisors

What worked for your portfolio when it was originally designed may not be what serves it best today.

Over time, even well-constructed portfolios can drift from their original purpose as markets change, goals evolve, and life circumstances shift.

Mid-year is a great opportunity to step back and evaluate whether your investment strategy is still aligned with where you are today—and where you want to go next.

Our own Eddie Ambrose shares an important question every investor should be asking right now.

Ready to take a fresh look at your portfolio? Schedule a conversation with our team: https://lnkd.in/dugKmWDQ

Graduation season and family celebrations are exciting milestones — but they can also create opportunities for scammers targeting distracted or emotional decision-making.

Melissa Bouchillon, CFP®, Managing Partner & Chief Compliance Officer at Sound View Wealth Advisors, encourages individuals to take a second look at even legitimate-looking invitations, ticket requests, or payment updates.

Before sending deposits, purchasing tickets, or updating payment information:
• Verify through official channels
• Confirm requests independently
• Slow down before acting quickly

Awareness is one of the strongest tools for protecting your financial well-being.

If something doesn’t feel right, your Sound View advisor is here to help: https://lnkd.in/dugKmWDQ

Artificial intelligence is making scams more convincing than ever—including calls and messages that sound like someone you know and trust.

As Melissa Bouchillon, CFP®, Managing Partner and Chief Compliance Officer, reminds clients: urgency is one of the biggest warning signs.

If something feels off, pause.

A familiar voice, emotional pressure, or a request to act immediately should always prompt a second step—hang up and contact the person directly using a saved number or trusted method. Never rely solely on an incoming call or message.

Understanding how scams are evolving is key to protecting your financial well-being.

If something doesn’t feel right, your Sound View advisor is here to help: https://lnkd.in/dugKmWDQ