SFA Blog'S ARCHIVE

  • How Do Markets Perform in Election Years? August 15, 2016 With all of the seemingly constant coverage of the upcoming election, one of the questions we consistently get from investors is, “How does the President impact the market?” While it is true that the President will set polices that could impact economic results, the reality […]

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  • Nobody wants to say it out loud—BUY!—but there’s certainly a lot of murmuring on Wall Street about opportunities for investors as financial markets careen lower and lower. The gloom from January has carried into February, with the S&P 500 index down more than 10% so far this year. Investors increasingly worry that a recession may […]

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  • There’s no diplomatic way to say this: the global stock markets are in panic mode right now. In two weeks of trading, the U.S. S&P 500 index is down 8% on the year, which brings us close to correction territory (a 10% decline), and has some predicting a bear market (a 20% decline). On top […]

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  • The views and opinions contained herein are those of Bellatore Financial, Inc. and have been researched and analyzed by Jonathan Scheid, CFA, President & Chief Investment Officer. By: Jonathan Scheid, CFA Thanksgiving is the time of year to reflect on the many blessings in our lives. We will use this week’s message to show our […]

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  • Due to increasingly sophisticated attacks upon websites throughout all industries, SEI has proactively made necessary changes to significantly increase security access to protect your data. During the weekend of October 24-25, AccessMyPortfolio.com, the SEI website, will undergo enhanced website authentication. During this time,the website will be unavailable. During your first login on or after October […]

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  • Professional investors know something that most people find impossible to believe: that the threat of scary ups and downs in the markets is by far the best friend of the long-term investor. Why? Because over the long term, stocks have provided returns far higher than bonds or cash. If it weren’t for the occasional dizzying […]

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  • You could say that the markets took a breather in the third quarter of 2014.  The markets experienced a difficult month of September, giving up some of the gains from the prior eight months and causing investors to worry that we’re about to experience more of the same. Nobody seems to have a convincing explanation […]

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  • Dear Clients, We are aware that June SEI statements are incomplete. We contacted the custodian and they identified and isolated the issue.  They also identified a code change required that is being deployed this weekend to prevent this from happening in the future. SEI is in the process of reproducing those statements.  They will be […]

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  • It’s hard to describe single-digit first half returns as a raging bull market, but it’s also hard to feel too negative about a six month period when U.S. Equities recorded new highs and virtually everything in your portfolio–including bonds–rose in value. Where do we go from here? The long bull market that started in March […]

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  • Dear clients, Effective Monday, June 2, 2014, a new, enhanced SEI investor website will be released. The new website address is www.AccessMyPortfolio.com. Please review the details below from SEI regarding the changes. Here is the schedule for giving you access to this new website: • SEI will provide you with your new User ID, password […]

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