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 added to client portfolios

SFM Newsletter Library:

2010:

July 1st, 2010

April 1st, 2010

January 1st, 2010

 

2009:

October 1st, 2009

July 1st, 2009

April 1st, 2009

January 1st, 2009

 

2008:

October 1st, 2008

July 1st, 2008

April 1st, 2008

January 1st, 2008

 

2007:

October 1st, 2007

July 1st, 2007

April 1st, 2007

January 1st, 2007

 


 

2006:

October 1st, 2006

July 1st, 2006

April 1st, 2006

January 1st, 2006

 

2005:

October 1st, 2005

July 1st, 2005

April 1st , 2005

January 1st, 2005

 

2004:

October 1st, 2004

July 1st, 2004

April 1st, 2004

January 1st, 2004

 

2003:

October 1st, 2003

July 1st, 2003

April 1st, 2003

January 1st, 2003