At SBC, our goal is to help educate and empower you to make informed financial decisions. That is why we offer commentary on market trends, economic insights, and thought leadership from our trusted team of experts.

2023 IRS Contribution Limit Increases
Nov 22

2023 IRS Contribution Limits

The 2023 IRS contribution limits have been released, and there were some significant increases. If you are wanting …

Lump Sum Pension Blog
Oct 18

How a Rising Interest-Rate Environment Might Create an Adverse Impact on Your Lump Sum Pension

In the pension and Social Security law infancy of the 1930s, normal retirement was age 67 and life …

When to Take Social Security
Oct 18

When Should I Take Social Security?

The most common question I hear regarding social security is simply, “When should I take it?” To find …

Mid-Year Market Commentary
Oct 05

Q3 Market Commentary 2022

We hear you. You, like most investors today, are very concerned about market volatility and falling account values. …

financial exploitation
Aug 22

Keep Loved Ones Safe from Financial Exploitation

Every year, countless numbers of seniors and other vulnerable adults are subjected to financial exploitation, sadly, in many …

Scott Holley
Aug 02

Special Announcement | Transformation at SBC Wealth Management

Please watch this special announcement from CEO Scott Holley about his transition to his new role and an …

trusted contact
Jul 26

Why You Need a Trusted Contact

FINRA, the North American Securities Administrators Association (NASAA), and the SEC all recommend that clients have at least …

Mid-Year Market Commentary
Jun 28

Mid-Year Market Commentary 2022

My goal is to give you a brief mid-year market commentary for 2022 and provide some insight into …

Bond Performance Blog Post Image
Jun 01

Why It Pays To Lose Money in Bonds

There’s no such thing as a free lunch.  The phrase “free lunch” refers to a once-common tradition of …

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