The Next New Paradigm
The new hype cycle surrounding Artificial Intelligence (AI) has captured the attention and imagination of Wall Street. In this presentation, the Portfolio Management Team dives into New Paradigms of the past...
The Index is Broken
Many investors view the S&P 500 Index as “the market,” but what are index investors really buying today? Additionally, you will learn the criteria used to identify attractive safety-first stocks in a world where the Index offers less diversification and more risk...
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...
2024 CNBC Financial Advisor 100
SFM Climbs to #57 on 2024 CNBC "Financial Advisor 100." The CNBC FA 100 recognizes the "top advisory firms that best help clients successfully navigate their financial lives."
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.
Webcam
Looking north from our conference room, we have an incredible view of Big Mountain, weather permitting. Below are some of the more beautiful images that we have captured of Big…
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.