Neglect Nothing — Roger Smedley
It is with heartfelt gratitude that we thank Sharla Jessop for over 31 years of…
SFSAugust 28, 2025
7 Habits of Highly Effective Investors
Don’t Get Caught Up in Current Events.The news continuously provides us something to worry about.…
SFSOctober 25, 2024
5 Demons of Cognition
People generally think of themselves as rational in their thinking, decisions, and actions. This is…
SFSAugust 22, 2024
What is Regulation Best Interest?
By now, if you have accounts with SFS, you have received a new form called…
SFSJuly 29, 2020
Sharing Your Financial Stories With The Next Generation
We have the delightful opportunity to work with multi-generation clients. The difference in each generation…
SFSDecember 9, 2019
Early Retirement: A Lifestyle Change
Retiring early has a whole new meaning for Financial Independence, Retire Early (FIRE) adopters. With…
SFSSeptember 26, 2019
One-Trick Financial Advisors
It pains me to say this of a profession that I love, but too many…
SFSMarch 29, 2018
When Do You Need a Financial Advisor?
Last week I attended the Silicon Slopes Tech Summit that celebrates the booming Tech sector…
SFSFebruary 2, 2018
Millennial Financial Success
Each generation seems to think the next generation is less prepared and doesn’t appreciate what…
SFSSeptember 26, 2017