SFM Market Commentary: 5/8/26
In the last two weeks, markets experienced notable gains with the S&P 500 and Nasdaq posting their largest monthly increases in years, amid robust earnings from major tech companies. Geopolitical tensions in the Middle East contributed to record U.S. crude oil exports, while the Federal Reserve maintained its interest rate stance with a historically high […]
Estate Planning Strategies for Investors 55–75: The Coordination Pattern Most Plans Miss
Most estate plans don’t fail from complexity. They fail from documents that quietly stopped agreeing with each other.
Estate Planning Strategies: The Five Documents Every Investor 55-75 Needs to Coordinate
Most estate plans don’t fail from complexity. They fail from documents that quietly stopped agreeing with each other.