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:

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