SFA Blog

Five Reasons for Optimism

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

Read More

The Great Panic of 2016

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

Read More

A December to Remember

December has historically been a good month for stocks. Dating back to 1926, the U.S. stock market, as measured by the S&P 500 Index, has been positive 78.7% of the time in December. This is quite a bit higher than

Read More

A Note About Recent Market Volatility

Stock markets around the globe experienced a good deal of market volatility last week and it continued today. Concerns over the pace of global growth and the possibility of the U.S. Federal Reserve increasing short-term rates in September sent most

Read More

The Great Wall of Worry

News from China has been dominating headlines and increasing stock market volatility. Earlier this year, we witnessed their local stock market, represented by the Shanghai Stock Exchange Composite Index, increase by 59.7% in the first five and a half months

Read More

Life Satisfaction and Economic Growth

Here’s the Grexit statistic that really matters. You’re probably tired of hearing about the Greek debt crisis, but sometimes it helps to connect the abstract with the concrete—that is, the huge numbers involved with the actual lives of the people

Read More

Millennials and Money

Millennials are the great new consumer force and marketers spend billions trying to find them and sell them a product or service. However, most traditional marketing doesn’t seem to work with Millennials. Millennials, the generation formerly referred to as Generation

Read More

An Important Notification About Your Account Security

It has come to our attention that some clients may be receiving an Internet “phishing” attempt/scam disguised as an email notification from TD Ameritrade. This fake email may ask for personal information, such as your account number, password, or Social

Read More

Revised 1099-R from SEI

In the next week to ten days you will receive a revised 1099-R for 2014 from SEI Private Trust Company. SEI discovered a problem with their vendor resulting in 2 potential issues: either the boxes in lines 2B or 7

Read More