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.

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 …

Mid-Year Market Commentary
May 23

Economic and Market Commentary | Advisor Perspective

It was the best of times, it was the worst of times. This is what the past several …

Selling a Home
May 16

Tax Impact of Selling a Home

Have you thought about selling your home recently? Or perhaps selling your vacation home or rental home to …

Market Commentary Image
May 11

Breaking Market Commentary | May 2022

With the S&P 500 Index down close to 16% and the US Aggregate Bond Index down almost 10% …

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