Author Archives SFA

  • 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. […]

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  •  “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 […]

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  • 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 […]

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  • 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 […]

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  • 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. […]

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  • 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 […]

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  • Another tax day is behind us.  Here are some interesting facts and misconceptions behind our tax code… 1)  The saying “The only constant is change” applies to taxes as well. Our current federal tax policy is complex. It contains around four million words and there are over 400 tax forms on the IRS’s website. It […]

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  • In the first quarter, the U.S. stock markets led the world.  Large cap stocks, represented by the S&P 500 index of large company stocks gained 10.03% for the quarter and celebrated a new closing high of 1,569.19 on the last trading day of the quarter. The broad-based EAFE index of larger companies in developed economies […]

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