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

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

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

SFM Market Commentary: 5/2/25
In the last two weeks, markets have reacted to mixed economic signals, with a slight

SFM Market Commentary: 5/9/25
In the last two weeks, uncertainty around economic growth, monetary policy, and global debt has

SFM Market Commentary: 5/23/25
In the last two weeks, markets have been shaped by signs of easing inflation, renewed

SFM Market Commentary: 6/6/25
In the last two weeks, rising consumer confidence, easing inflation, and a surge in home

SFM Market Commentary: 6/20/25
In the last two weeks, escalating tensions between Israel and Iran have rattled global markets,

SFM Market Commentary: 7/4/25
In the last two weeks, markets have navigated a mix of geopolitical conflict, cautious monetary

SFM Market Commentary: 07/18/25
In the last two weeks, strong job growth, a surprise federal surplus, and sweeping tax

SFM Market Commentary: 8/1/25
In the last two weeks, steady job growth, shifting trade dynamics, and the rollout of

SFM Market Commentary: 8/15/25
In the last two weeks, economic data painted a mixed picture, with stronger productivity and

SFM Market Commentary: 8/29/25
In the last two weeks, markets have balanced strong earnings and shifting labor trends against

SFM Market Commentary: 9/12/25
In the last two weeks, markets have grappled with mixed economic signals, from slower job

SFM Market Commentary: 9/26/25
In the last two weeks, shifting economic signals have shaped the outlook, with the Fed

SFM Market Commentary: 10/10/25
In the last two weeks, markets have navigated the fallout from the government shutdown, with

SFM Market Commentary: 10/24/25
In the last two weeks, markets have grappled with the continued government shutdown, rising tariff

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

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

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

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