SFM Observer- December 2024
SFM OBSERVER December 2024 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: January 7, 2025 The Dow...
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7 Milestones At Age 50 & Above
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s...
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SFM Observer- November 2024
SFM OBSERVER November 2024 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: December 5, 2024 The...
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How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel...
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SFM Observer - October 2024
Issued: November 5, 2024 The Dow closed the month of October at 41,763 for a monthly loss of -567 points or -1.3%. This...
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4 Pervasive Myths About Inflation
4 Pervasive Myths About Inflation Inflation can feel inescapable these days. For most of us, it also feels like...
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SFM Observer - September 2024
Issued: October 2, 2024 The Dow closed the month of September at 42,330 for a monthly gain of 747 points or 1.8%. The...
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How to Beat Investing FOMO: The Power of Patient Wealth Building
Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame...
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SFM Observer - August 2024
Issued: September 5, 2024 The Dow closed the month of July at 41,563 for a monthly gain of 720 points or 1.8%. The month...
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Investors & The Markets: What to Watch Out for in an Election Year
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are...
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SFM Observer - May 2024
Issued: June 5, 2024 The Dow closed the month of May at 38,686 for a monthly gain of 870 points or 2.3%. The Fed and...
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SFM Observer - December 2023
Issued: January 3, 2024 The Dow closed the month of December at 37,689 for a large monthly gain of 1,739 points or 4.8%...
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