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Blog

SFM Observer- March 2025

Apr 8, 2025
March 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS
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Two people working at a table in an office using a calculator.

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Mar 24, 2025
Categories
Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each...
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SFM Observer- February 2025

Mar 11, 2025
SFM OBSERVER February 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: March 5, 2025 The Dow...
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From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Mar 3, 2025
Categories
Lifestyle
What financial habits have helped you most in life? Which ones have held you back? No matter how you answer those...
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SFM Observer- January 2025

Feb 12, 2025
SFM OBSERVER January 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: February 12, 2025 The...
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Planning for the Future: Essential Steps to Secure Your Retirement

Jan 29, 2025
Categories
Retirement
Savings
Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running...
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SFM Observer- December 2024

Jan 8, 2025
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

Dec 31, 2024
Categories
Retirement
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

Dec 10, 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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A grove of orange trees.

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Nov 27, 2024
Categories
Investments
Tax Planning
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

Nov 6, 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

Oct 28, 2024
Categories
Investments
Finance
4 Pervasive Myths About Inflation Inflation can feel inescapable these days. For most of us, it also feels like...
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Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact Us 

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.