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 …
Blog
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.
Aug
22
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 …
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 …
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 …
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 …
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 …
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 …
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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Q3 Market Commentary 2022
We hear you. You, like most investors today, are very concerned about market volatility and falling account values. …