The latest news from Sommers Financial Management

1208, 2017

Want to reduce or eliminate capital gains taxes on investment property?

We have a lot of clients that own real estate investments as another way to provide investment income and grow […]

2505, 2017

We’ve officially launched a me-too “Robo”

We’ve been excited about the movement toward automated, fiduciary investment advice, sometimes called robo-advice, since we saw what WealthFront.com had […]

501, 2017

2016 SFM Returns, while not spectacular, were comparatively good!

I just completed a review of how each of our Model Portfolios performed in 2016, the first full year in […]

1208, 2016

High returns with no risk, trading options? Sign me up …

… to test how much they spin the truth.

Over the past year, I’ve had a very aggressive investor ask me […]

507, 2016

Outperforming Math Wizards? No problem!

A few weeks back, I attended a due diligence forum in Denver, Colorado with 361 Capital, an alternative asset manager […]

1406, 2016

Accounting changes for the 21st century

I’ll admit to geeking out a bit this weekend while reading Barron’s, but I really did have an “aha moment”. […]

306, 2016

“Out of the Box” Investment Strategies

Not only are we the only independent, fee-only registered investment advisor in Columbia County (i.e. required to act in our […]

2505, 2016

How the Naked Alpha Fund will fare during future market crashes

In 2015, our “pooled investment vehicle” (aka hedge fund) The Naked Alpha Fund had its worst performance yet – even […]

205, 2016

Generating Sustainable Income

We’ve been working for the past year or so on developing a simple, cost-effective way to generate income for clients […]

2904, 2016

Our 4 favorite ETFs at the moment

The following 4 ETFs are favorites of ours at the moment, and are included in at least 5 of our […]