SFA Blog

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    Even though some parts of the country are still getting hammered by winter weather, the promise of spring is in the air. It’s great to consider a fresh start as it warms up and the first glimpses of green appear. Nine years ago, the spring was marked by a market plunge and an economic crisis […]

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    It was a long time in coming, but volatility made a notable comeback in the first quarter of 2018 Is the bull market finally over?  For the first time in nine calendar quarters, the U.S. investment markets delivered a negative overall return.   With the combination of both stock and bond returns in negative territory […]

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    Many of you have called with questions regarding when you will receive your 1099’s for 2017. In an effort to keep you informed with the latest information, please see the below notices we received from SEI and TD Ameritrade. Be aware, custodians may send up to five correction cycles of 1099’s (see schedule below). This is an […]

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    For the first time in two years, the S&P 500 fell officially into correction territory on Thursday, down more than 10% from its record reached on January 26th, 2018….here’s what usually happens next…it depends! Is this a Bull market correction and the trend is still up?  Or is this the start of a Bear market […]

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    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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