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

SFM Market Commentary: 3/27/26
In the last two weeks, US economic data showed mixed signals with rising producer inflation and unexpected jobless claims declines amid the backdrop of escalating

SFM Market Commentary: 4/10/26
In the last two weeks, the Federal Reserve signaled a patient approach to policy despite inflation pressures tied to the Iran conflict and disruptions in

SFM Market Commentary: 4/24/26
In the last two weeks, despite geopolitical tensions around Iran, financial markets have shown resilience with stock indexes hitting new records and positive signals from

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

SFM Market Commentary: 5/22/26
In the last two weeks, inflation pressures intensified as the Consumer Price Index rose notably, driven by higher shelter and gasoline costs, while the 30-year

SFM Market Commentary: 6/5/26
In the last two weeks, U.S. economic indicators showed mixed signals with core inflation steady at 3.3% and manufacturing activity reaching a four-year high, while

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.

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.