Finding an Advisor
According to various websites, the average person spends 13 to 15 hours researching a new car purchase, but only 6 to 8 hours researching a financial...
Zach Jonson Live on CNBC
Our Chief Investment Officer, Zach Jonson, was interviewed on CNBC early this morning to preview Walmart (WMT) earnings. Zach made the case for why WMT is one of the largest positions in SFM client portfolios and what we are looking for from the company this earnings season.
Safety First: In Your Portfolio and Beyond
Our team prioritizes your security and recognizes the importance of partnering with you in a commitment to safety.
Steps to Take if Your Spouse Dies
Losing your beloved spouse is likely to be one of the most heart-wrenching and stressful experiences you will ever go through. The most important thing is to allow for the…
Part 1: Planning Beyond the Will
While many of us know and understand the importance of having an estate plan, the basic documents often fall short. They lack the detail and clarity needed...
Part 2: Emergency Contacts
Something that everyone should have is an emergency contact list. It should be readily available to anyone staying in your home. You should also provide a copy...
Part 3: Financial Matters
While your will covers how to split up your assets, it doesn’t delve into the nitty gritty details of your financial picture. By giving your executor all the pertinent details...
Part 4: All Things Real Estate
The checklists for this installment of our Planning Beyond the Will series include all things related to any real estate. One checklist is dedicated to information regarding any property and home(s) you own.
Part 5: Tangible Items
This segment of our Planning Beyond the Will series includes two checklists to address any tangible items you may wish to leave to your heirs. One checklist is designated for…
Part 6: Family Pets
We know you love your pets and want to ensure your four-legged family members aren’t overlooked. When it comes to pets, the law considers them to be tangible, personal property. …
Part 7: Your Digital Footprint
Technology is constantly evolving, and for most, our electronic gadgets and digital world keeps growing. Many people don’t consider the importance of how they’d like their digital estate to be handled upon their passing.
Part 8: Assisted Living Communities and Nursing Homes
As we age, physical ailments and health issues we can’t plan for often arise that may require more care than we can get in our own homes. While no one…