SFA Blog

Are Stocks for Pessimists?

Are Stocks for Pessimists?                                                                                                                         BELLATORE December 19, 2016 By: Jonathan Scheid, CFA, AIF® The views and opinions contained herein are those of Bellatore Financial, Inc. and have been researched and analyzed by Jonathan Scheid, CFA, AIF®, President & Chief Investment

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2016 Third Quarter Update

100 days after the Brexit scare, three quarters of a year after the most recent Fed rate hike, the markets once again confounded the instincts of nervous investors and went up instead of down. Last week, Fed Chairperson Janet Yellen

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How Do Markets Perform in Election Years?

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

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SEI Mailings

It has come to our attention that SEI has sent out misaddressed mailings, due to a glitch in their system. These letters were general information and contained no account numbers or other personal details. SEI is aware of the situation

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SEI Update

Hope you are well and your summer has been a good one so far! I just wanted to let you know that you will receive some correspondence from SEI in the next few weeks regarding a new pricing structure (effective

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The Brexit Aftermath

Welcome to Brexit Yesterday’s vote by the British electorate to end its 43-year membership in the European Union seems to have taken just about everybody by surprise, but the aftermath could not have been more predictable. The uncertainty of how,

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Time Versus Timing

The popular investment axiom of “sell in May and go away” isn’t off to a great start. U.S. stocks, as measured by the S&P 500 Index, were up 1.8% in the month of May. While the conventional wisdom behind the

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2015 Final Contributions Deadline

As tax deadline approaches, we wanted to send a reminder regarding retirement plan contributions for tax year 2015.  For those of you eligible, and planning to make a 2015 retirement plan contribution, we are asking all contributions be received in

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Dumbo’s Feather

After five straight weeks of gains, the troubled start to U.S. stocks is fading from memory as central banks have stepped in to assure investors that they will provide the support they feel is necessary to solve their country’s economic

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