Newsletter May 2025 – Poole Locke – Retirement Planning

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1521 Concord Pike, Suite 103 West, Wilmington, DE 19803
302.439.0733
poolelocke@poolelocke.com

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Poole Locke Associates and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Poole Locke Associates and Sound Income Strategies, LLC are not associated entities. Poole Locke Associates is a franchisee of Retirement Income Source®. Retirement Income Source® and Sound Income Strategies, LLC are associated entities.

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