Insights & Resources
Whether it’s ideas from the industry or emerging trends, you can read/watch about it her

SFM Market Commentary: 3/21/25
In the past two weeks, inflation has eased while policymakers work to address Social Security changes and avoid a government shutdown, shaping the economic outlook.

SFM Market Commentary: 4/4/25
In the last two weeks, the economic outlook has remained stable, with moderate growth, record corporate profits, and a surprising jump in mortgage activity fueling

SFM Market Commentary: 4/18/25
In the last two weeks, inflation continued to ease and job growth remained solid, even as the unemployment rate ticked up—highlighting a mixed but resilient

June 2026 Estate & Legacy Planning — Monthly Brief · SFM
By Dave Allen, CFP® · Managing Partner, Security Financial Management · CRD #1210763Reviewed by Mike Allen, CFP® · CRD #2587441 · June 30, 2026 ·

OBBBA $15M Estate Exemption 2026 — Coordination Commentary
By Frank Lovaglio, RFC® · Senior Partner, Security Financial Management · CRD #1299700Reviewed by Dave Allen, CFP® · CRD #1210763 · June 29, 2026 ·

SFM Market Commentary: 5/2/25
In the last two weeks, markets have reacted to mixed economic signals, with a slight GDP contraction and a surge in durable goods orders as

SFM Market Commentary: 5/9/25
In the last two weeks, uncertainty around economic growth, monetary policy, and global debt has added complexity to an already fragile market environment. At the

SFM Market Commentary: 5/23/25
In the last two weeks, markets have been shaped by signs of easing inflation, renewed global trade cooperation, and growing concern over government debt levels.

SFM Market Commentary: 6/6/25
In the last two weeks, rising consumer confidence, easing inflation, and a surge in home listings have offered fresh signs of economic resilience. At the

SFM Market Commentary: 6/20/25
In the last two weeks, escalating tensions between Israel and Iran have rattled global markets, triggering sharp selloffs and raising concerns about broader geopolitical instability.

SFM Market Commentary: 7/4/25
In the last two weeks, markets have navigated a mix of geopolitical conflict, cautious monetary policy signals, and evolving consumer and corporate trends—yet still pushed

SFM Market Commentary: 07/18/25
In the last two weeks, strong job growth, a surprise federal surplus, and sweeping tax changes under the newly signed ‘Big Beautiful Bill’ have pointed

SFM Market Commentary: 8/1/25
In the last two weeks, steady job growth, shifting trade dynamics, and the rollout of major policy changes under Trump’s Big Beautiful Bill have reshaped

SFM Market Commentary: 8/15/25
In the last two weeks, economic data painted a mixed picture, with stronger productivity and GDP growth alongside rising jobless claims. Meanwhile, big tech earnings,

SFM Market Commentary: 8/29/25
In the last two weeks, markets have balanced strong earnings and shifting labor trends against rising inflation pressures and record-high national debt. At the same

SFM Market Commentary: 9/12/25
In the last two weeks, markets have grappled with mixed economic signals, from slower job growth and rising core inflation to a GDP revision that

SFM Market Commentary: 9/26/25
In the last two weeks, shifting economic signals have shaped the outlook, with the Fed cutting interest rates and pointing to further rate cuts, mortgage

SFM Market Commentary: 10/10/25
In the last two weeks, markets have navigated the fallout from the government shutdown, with steady inflation and slowing job growth reshaping the outlook. At

SFM Market Commentary: 10/24/25
In the last two weeks, markets have grappled with the continued government shutdown, rising tariff tensions, and growing stress in regional banks, all against a

SFM Market Commentary: 11/7/25
In the last two weeks, markets have digested a second Fed rate cut, a cooling job market, and new inflation data that signal a delicate