SFA Blog

  • Posted In Uncategorized

    As March draws to a close, we hope April will bring even sunnier, warm weather our way.  Whatever the weather, April certainly brings us tax submission deadlines.  For those of you eligible and planning to make final 2014 retirement plan contributions, we are requesting all contributions be received in our office by Monday April 6, […]

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    Please disregard any recent correspondence from Equity Institutional regarding your SFA Commercial investment, especially letters pertaining to fair market valuations or notes maturing. We recently discovered that the fair market valuation forms sent to Equity Institutional on your behalf were misinterpreted, resulting in incorrect values being reported as of 12/31/2014. We are rapidly working to […]

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  • Posted In Uncategorized

    We want you to have accurate and timely information throughout the tax season.  As of 1/31/2015, all 1099R documents (only generated for retirement accounts that had distributions in 2014) have been processed and mailed. Due to IRS extended deadlines for custodians, all other 1099’s will be mailed by 2/28/2015. Expect to receive them by March […]

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  • Posted In SFA Blog

    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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  • Posted In SFA Blog

    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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  • Posted In SFA Blog

    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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  • Posted In SFA Blog

    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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  • Posted In SFA Blog

    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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  • Posted In SFA Blog

    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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  • Posted In SFA Blog

    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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Security First Advisors is a registered adviser in the states of OR, WA, ID, CA. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.