Common Retirement Regrets—And Proactive Moves to Consider
Many people don’t regret being retired. They regret how they got there. 1 “I wish I had saved earlier.” “I didn’t think...
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SFM Observer- December 2025
SFM OBSERVER December 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: January 7, 2026 The Dow...
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What 2025 Taught Us About Staying the Course
Some years pass quietly. 2025 wasn't one of them. Between market swings, geopolitical shocks, and a news cycle that...
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SFM Observer- November 2025
SFM OBSERVER November 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: December 3, 2025, 2025...
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One Economy, Two Realities: Understanding Today's Economic Divide
It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of...
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SFM Observer- October 2025
SFM OBSERVER October 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: November 4, 2025 The Dow...
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Rethinking Retirement: Why True Wealth Is More Than Money
You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally...
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SFM Observer- September 2025
SFM OBSERVER September 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: October 6, 2025 The...
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Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)
The Dow crosses 45,000. Your brain whispers: "This has to be the top." The market drops 15%. Your brain screams: "Get...
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SFM Observer- August 2025
SFM OBSERVER August 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: September 8, 2025 The Dow...
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5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding...
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SFM Observer- July 2025
SFM OBSERVER July 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: August 7, 2025 The Dow...
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