Newsletter

Our newsletter is published on the first day of each quarter and includes:

  • A feature article focusing on an issue related to financial planning or investment management
  • Updated performance figures and holdings of our model portfolios
  • Market commentary from Adam Sommers
  • A stock/ETF feature, highlighting information on a stock or ETF being utilized in client portfolios

SFM Newsletter Library:

2014:

April 1, 2014

Jan. 1, 2014

2013:

Oct. 1, 2013

July 1, 2013

April 1, 2013

Jan. 1, 2013

2012:

    Oct. 1, 2012

July 1, 2012

April 1, 2012

Jan. 1, 2012

2011:

    Oct. 1, 2011

July 1, 2011

April 1, 2011

Jan. 1, 2011

2010:

    Oct. 1, 2010

July 1, 2010

April 1, 2010

Jan. 1, 2010

2009:

    Oct. 1, 2009

July 1, 2009

April 1, 2009

Jan. 1, 2009

 

 


 

2008:

    Oct. 1, 2008

July 1, 2008

April 1, 2008

  Jan. 1, 2008

2007:

    Oct. 1, 2007

July 1, 2007

  April 1, 2007

  Jan. 1, 2007

2006:

    Oct. 1, 2006

July 1, 2006

April 1, 2006

Jan. 1, 2006

2005:

    Oct. 1, 2005

July 1, 2005

April 1, 2005

Jan. 1, 2005

2004:

    Oct. 1, 2004

July 1, 2004

April 1, 2004

Jan. 1, 2004

2003:

    Oct. 1, 2003

July 1, 2003

April 1, 2003

Jan. 1, 2003