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Blog

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SFM Observer May 2026

Jun 4, 2026
Categories
Education
news
Investments
Markets continued to show resilience despite inflation concerns, higher bond yields, and geopolitical uncertainty. All...
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When the Headlines Keep Changing, Your Strategy Shouldn’t

May 20, 2026
Categories
Investments
Finance
Risk Management
It rarely starts calmly. A headline breaks. Markets react. Another update follows—then another. Before long, the story...
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Sweeney Financial Management- OBSERVER April 2026

May 6, 2026
Sweeney Financial Management OBSERVER A Concise Review of the Month in the Investment Markets ▲ ▲ ▲ April 2026 Recap...
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forest trees transitioning through the seasons

A More Flexible Way to Think About Retirement

Apr 21, 2026
Categories
Retirement
Finance
Lifestyle
Risk Management
Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty...
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Sweeney Financial Management OBSERVER- March 2026

Apr 8, 2026
Sweeney Financial Management OBSERVER A Concise Review of the Month in the Investment Markets ▲ ▲ ▲ March 2026 Recap...
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multiple lines branching from a singular point

5 Financial Crossroads That Could Reshape Your Future

Mar 25, 2026
Categories
Finance
Retirement
Family
Tax Planning
Risk Management
You know how life tends to throw in a few plot twists? They don't ask if you're ready. They just show up—with potential...
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Sweeney Financial Management OBSERVER- February 2026

Mar 5, 2026
SWEENEY FINANCIAL MANAGEMENT OBSERVER A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS ▲ ▲ ▲ February 2026 Recap...
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driver looking forward towards the road with their eyes reflected in the rearview mirror

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Feb 24, 2026
Categories
Tax Planning
Finance
Retirement
Investments
Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already...
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Sweeney Financial OBSERVER- January 2026

Feb 5, 2026
January 2026 Market Recap Issued: February 5, 2026  January at a Glance The investment markets started 2026 on a...
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Common Retirement Regrets—And Proactive Moves to Consider

Jan 22, 2026
Categories
Retirement
Finance
Savings
Risk Management
Insurance
Health
Family
Estate Planning
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

Jan 12, 2026
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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reflection showing in a lake

What 2025 Taught Us About Staying the Course

Dec 31, 2025
Categories
Investments
Finance
Risk Management
Retirement
Some years pass quietly. 2025 wasn't one of them. Between market swings, geopolitical shocks, and a news cycle that...
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About Us

SFM LLC, Sweeney Financial Management, is a fee-only fiduciary investment advisory firm based in Manchester, New Hampshire. We provide independent financial planning and investment management to individuals, families, and small business owners.

As a fee-only firm, we don't sell financial products or earn commissions; our only compensation comes directly from our clients. That means every recommendation we make is based on what's best for you, not what pays us the most. We are legally and ethically bound to put your interests first, and we take that responsibility seriously.

Since 1998, our team has helped clients build and protect their wealth through comprehensive financial planning, disciplined portfolio management, and straightforward guidance they can trust. Whether you're planning for retirement, managing a career transition, saving for education, or growing a business, we work alongside you to create a plan that fits your life, not a one-size-fits-all solution.

Our advisory team holds CFP®, CFA®, and CRC® designations, bringing more than 80 years of combined experience in investment research, financial planning, and client service. We operate as a team, which means our clients benefit from the perspective and collaboration of multiple experienced advisors, not just one person.

We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are the right fit. Contact us today.

Questions? Get in touch

Contact Info

Address:

575 Front Street
Manchester, NH 03102
United States

Phone:

(603) 625-8400

Fax:

Email:

cjune@sfmllc.net

     

SFM, LLC ("SFM") is a registered investment advisory firm in New Hampshire, Massachusetts, and Florida. SFM and its representatives comply with current registration and/or filing notice requirements. SFM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusions from registration requirements. SFM's website is limited to the dissemination of general information about its investment advisory and financial planning services. Accordingly, SFM's website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Additional information is also available on the internet at www.adviserinfo.sec.gov. Our searchable IARD number is 116564. A copy of SFM's Part 2 of Form ADV is available upon written request. SFM does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third-party provider, whether linked to SFM's website or incorporated herein. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.

© 2026 Sweeney Financial Management, LLC. All rights reserved.