SFA Blog'S ARCHIVE

  • We hope you and yours had a wonderful holiday season! Now that we are settling into a new year, we encourage you to avoid getting caught up in the media hype that tends to inundate us, especially as the so-called “pundits” try to predict what 2018 will bring.  We hope these articles will help you […]

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  • The bull market continued for another year, causing market indices to soar to new heights over and over again.  Just about everything gained in 2017.  Looking at large cap U.S. stocks, the widely-quoted S&P 500 index gained nearly 20% in calendar 2017. The technology-heavy Nasdaq Composite Index finished up 28%.  International stocks also participating in […]

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  • Judith Ward Nov. 7, 2017 The end of the year is a good time to evaluate your finances in preparation for that looming April 17 tax deadline. Before getting caught up in the holiday bustle, get a head start with these seven tips. Shutterstock Contribute to, or open, a 529 college savings plan. You have until […]

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  • Many of our clients have expressed that they enjoyed receiving our quarterly newsletter.  Unfortunately, the provider that facilitated our newsletter has discontinued that service.  After much research, we have chosen AdvisorStream as our new provider.  This is the first installment of that newsletter. We want to be respectful of your time (and your inbox).  However, […]

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  • Yes, that’s right. We have some really exciting news! Our business is growing. To support our growth and provide you with even better service, we’ve taken steps to expand and strengthen our team. We’re excited to announce two new additions and two promotions that have been long overdue. We thought you might like to learn […]

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  • You may have read that hackers broke into the Equifax database and stole personal information tied to 143 million Americans. The hackers accessed people’s names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers. They also stole credit card numbers for about 209,000 people and dispute documents with personal identifying information […]

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  • With the U.S. stock market reaching new highs, investors are getting a little nervous about the future direction of stocks. The new administration’s struggle to make progress on their agenda has put the”Trump Bump”of the stock market in jeopardy. Now that the bump in confidence has worn off, investors must focus more on underlying economic […]

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  • The U.S. stock market has more than tripled in value during the run-up that started in March 2009, and the most recent quarter somehow managed to accelerate the upward trend. We have just experienced the third-best first half, in terms of U.S. market returns, of the 2000s. Overseas, the international equities are finally delivering better […]

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  • A new administration has taken office, and the world is watching. With an ambitious agenda aimed at reducing regulation and stimulating economic growth, President Trump hit the ground running with a wide range of executive orders. While President Trump seems to be staying true to his campaign promises, there are still a lot of questions […]

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  • Who would have imagined record market highs at this point last year, when the indices ended the year in negative territory? Or when new year 2016 got off to such a rocky start, tumbling 10% in the first two weeks—the worst start to a year since 1930? The markets eventually bottomed in mid-February and began […]

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