Author Archives SFA

  • A number of you have been calling regarding the letter from Martin Whalen of SEI Private Trust.  Knowing if ten clients call, 100 clients have the same question… we hope to clarify Mr. Whalen’s poorly written missive… The issue revolves around SEI Private Trust Company (SPTC) removing its right to apply a lien to IRA […]

    CONTINUE READING
  • Q2 Earnings, Slow But Steady As of Friday night, 108 companies had reported results in this Q2 earnings season, and they have been decent-not great, not bad, but decent. Of the companies that had reported as of Friday’s close, earnings growth has come in better than expected at 3.6%, according to S&P’s Senior Index Analyst, […]

    CONTINUE READING
  • Markets have been fixated of late on the daily comments of various Fed officials.  One will say that they favor ending quantitative easing (“QE”) sooner rather than later, and markets would likely have sold off for the day.  The next day, another would say that the decision on QE would be data dependent.  In response, […]

    CONTINUE READING
  • Oregon is on its way to becoming the first state to implement a radical new program that would let students attend state schools without taking out a single loan or paying out of pocket.  The “Pay it Forward, Pay it Back” plan lets students enroll with no money down, so long as they agree to […]

    CONTINUE READING
  • Our office will be closed Thursday, July 4th and Friday, July 5th to allow our team to celebrate with family and friends. As we at SFA prepare to enjoy our July 4th /Independence Day plans; fireworks, food, company, travel, etc… we will also take the time to reflect on what this holiday means to us. […]

    CONTINUE READING
  •  “Market volatility may increase in the short term.  It almost always does with policy change.  But, the end of Q.E. will mean that, longer-term, things are getting better, not worse.”                          ~Capital Allocation & Management Market Brief, June 17, 2013  Most of us have taught our children to ride bikes.  They start with training wheels, they […]

    CONTINUE READING
  • Most major U.S. stock markets peaked in mid-May and have been trailing off in a fairly orderly fashion ever since.  The selloff has been small-as of Friday’s close, the S&P 500 was down about 3.5% from the all-time high-yet it has been enough to get people talking.  Much of the move has been blamed on […]

    CONTINUE READING
  • On Saturday, May 18, Security First Advisors held a free ‘green’ shred, electronics recycle and ‘ask the organizer’ event. If you were one of the clients who came by and dropped off paper or electronics we would like to thank you for your participation. In all, we learned that in your efforts to offload in […]

    CONTINUE READING
  • Weekly YTD 12 month 3-May-13 26-Apr-13 % Change % Change % Change S&P 500 Index 1,614.42 1,582.24 2.03% 13.20% 17.92% Dow Jones Industrial Average 14,973.96 14,712.55 1.78% 14.27% 14.85% Nasdaq Composite 3,378.63 3,279.26 3.03% 11.89% 14.28% Russell 2000 954.42 935.25 2.05% 12.37% 20.53% MSCI EAFE (International) 1,749.86 1,729.64 1.17% 9.09% 16.37% 10 Year U. S. […]

    CONTINUE READING
  • We are now just past halfway through earnings season, as 269 of the 500 S&P 500 constituents have reported results… Our economy and the corporate earnings picture remains in slow growth mode.  Of the companies that have released results so far, earnings have grown at about 3.8%, year-over-year, according to Standard & Poor’s.  It’s not […]

    CONTINUE READING
(I use my own pagination)s
Security First Advisors is a registered adviser in the states of OR, WA, ID, CA. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.