SEI Corrected June Statements
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 […]
Where Do We Go From Here?
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 […]
Weekend SEI Website Enhancements
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 […]
Upcoming SEI Mailings – Please Read
Dear Clients, We would like to provide advance notice of two mailings you will be receiving from SEI in the next couple of weeks. SEI is upgrading their back office systems, which affects statement frequency and online account access. This upgrade is an enhancement and will be a positive for our clients in many ways. […]
Earth Day Event Results and Reflections
On Tuesday, April 22, Security First Advisors celebrated Earth Day by holding our 2nd annual shred and electronics recycle event. Thank you to all who attended. Together, we created a very positive impact on the environment — and we hope a lasting one on you with our added element of the guest speakers on personal […]
Heartbleed Bug
On Monday news came out regarding the discovery of a significant and widespread security problem; the HeartbleedOpenSSL Bug. This encryption security hole causes a vulnerability in the OpenSSL cryptographic library, which is used by roughly two-thirds of all websites on the Internet to secure private information as it travels over the web. This email is our effort to […]
What???! The Stock Market is Rigged???
You may have heard about the 60 Minutes interview with author Michael Lewis, a former Wall Street broker, author of “Liar’s Poker” and “The Big Short,” who has just come out with a new book entitled “Flash Boys.” Lewis is an eloquent and astute critic of Wall Street’s creative and predatory practices, and in his […]
2013 Final Contributions Deadline
As the month of March winds down and we say hello to April and spring weather, we also know the tax deadline looms. For those of you eligible and planning to make a 2013 retirement plan contribution, we suggest getting those in to our office by April 8th. You officially have until the tax filing […]
The Optimistic Data You Never See
If you want to feel depressed about the economy and the outlook for the investment markets, there are always pundits and media outlets to oblige you. However, we have read, and would like to share, some interesting facts and figures that are rarely in the mainstream media. Let’s start with oil–specifically, the oft-quoted prediction that […]
2013 Tax Season Planning
As you begin collecting data for your 2013 tax returns, please note the important dates below: All 1099-R forms (distributions from retirement accounts) will be postmarked January 31st. As a result of recent changes enacted in the Energy Improvement and Extension Act, final reporting deadlines for money managers in accounts have been extended. 1099-Composite forms […]