Market Commentary
Whether it’s ideas from the industry or emerging trends, you can read/watch about it here

September 2026 Market Commentary
Equities eased and yields rose through September, and the Federal Reserve raised its target range. What the month means for households holding equity compensation.

August 2026 Market Commentary — Security Financial Management
Cooling inflation, a negative July payroll print, and a rising long end — read against the Medicare timetable that does not move with markets

Mid-Year Tax Strategy: June CPI Cooldown and Roth Conversion Sizing · SFM
By Frank Lovaglio, RFC® · Managing Partner, Security Financial Management · CRD #1299700Reviewed by Dave

OBBBA $15M Estate Exemption 2026 — Coordination Commentary
By Frank Lovaglio, RFC® · Managing Partner, Security Financial Management · CRD #1299700Reviewed by Dave

SFM Market Commentary: 5/8/26
In the last two weeks, markets experienced notable gains with the S&P 500 and Nasdaq

SFM Market Commentary: 6/5/26
In the last two weeks, U.S. economic indicators showed mixed signals with core inflation steady

SFM Market Commentary: 5/22/26
In the last two weeks, inflation pressures intensified as the Consumer Price Index rose notably,

SFM Market Commentary: 4/24/26
In the last two weeks, despite geopolitical tensions around Iran, financial markets have shown resilience

SFM Market Commentary: 4/10/26
In the last two weeks, the Federal Reserve signaled a patient approach to policy despite

SFM Market Commentary: 3/27/26
In the last two weeks, US economic data showed mixed signals with rising producer inflation

SFM Market Commentary: 3/13/26
In the last two weeks, the U.S. labor market showed unexpected weakness with a significant

SFM Market Commentary: 2/27/26
In the last two weeks, US economic data showed a mixed picture with consumer prices

SFM Market Commentary: 2/13/26
In the last two weeks, the tech sector experienced significant turbulence as AI-driven disruption fears

SFM Market Commentary: 1/30/26
In the last two weeks, key economic data showed the Federal Reserve’s preferred inflation gauge

SFM Market Commentary: 1/16/26
In the last two weeks, the S&P 500 reached record highs fueled by strong performances

SFM Market Commentary: 1/2/26
In the last two weeks, markets showed their strength as the S&P 500 hit a

SFM Market Commentary: 12/19/25
In the last two weeks, the Federal Reserve cut interest rates for the third time,

SFM Market Commentary: 12/5/25
In the last two weeks, inflation data showed mixed signals with a modest rise in

SFM Market Commentary: 11/21/25
In the last two weeks, markets reached new highs amid mixed signals from economic data

SFM Market Commentary: 11/7/25
In the last two weeks, markets have digested a second Fed rate cut, a cooling