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Blog

SFM Observer - November 2022

Dec 7, 2022
Issued: December 5, 2022 The Dow closed the month of November at 34,589 for a gain of 1,856 points or +5.7%. A good...
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SFM Observer - October 2022

Nov 11, 2022
Issued: November 3, 2022 The Dow closed the month of October at 32,733 for a huge gain of 4,008 points or +14.0%! A...
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SFM 3rd Quarter Update 2022

Oct 18, 2022
Market Synopsis: Third Quarter 2022 Many of you are aware that after 40 years of low inflation in the US, the price of...
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SFM Observer - September 2022

Oct 13, 2022
Issued: October 6, 2022 The Dow closed the month of September at 28,725 for a loss of -2,785 points or -8.8%. A...
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SFM Observer - August 2022

Sep 7, 2022
Issued: September 6, 2022 The Dow closed the month of August at 31,510 for a loss of -1,335 points or -4.1%. A rough...
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SFM Observer - July 2022

Aug 4, 2022
Issued: August 4, 2022 The Dow closed the month of July at 32,845 for a gain of 2,070 points or 6.7%. It was close to a...
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SFM Quarterly Chart

Jul 28, 2022
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SFM 2nd Quarter Update

Jul 28, 2022
Market Synopsis: Second Quarter 2022 The second quarter of 2022 continued with the stock and bond market declines that...
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SFM Observer - June 2022

Jul 7, 2022
Issued: July 7, 2022 The Dow closed the month of June at 30,775 for a loss of -2,215 points or -6.7%. It was an ugly...
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SFM Observer - May 2022

Jun 7, 2022
Issued: June 2, 2022 The Dow closed the month of May at 32,990 for a return of 13 points or 0%. It was another rough...
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SFM's Comments About Recent Activity in the Investment Markets

May 23, 2022
The US stock market is now on pace to have fallen in each of the last 7 weeks. Before this sell-off, we had not had a...
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SFM Observer - April 2022

May 16, 2022
Issued: May 4, 2022 The Dow closed the month of April at 32,977 for a loss of -1,701 points or -4.9%. It was a rough...
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About Us

Sweeney Financial Advisors is a fee-only fiduciary investment advisory firm based in Bedford, New Hampshire. We provide independent financial planning and investment management to individuals, families, and small business owners.

As a fee-only firm, we don't sell financial products or earn commissions; our only compensation comes directly from our clients. That means every recommendation we make is based on what's best for you, not what pays us the most. We are legally and ethically bound to put your interests first, and we take that responsibility seriously.

Since 1998, our team has helped clients build and protect their wealth through comprehensive financial planning, disciplined portfolio management, and straightforward guidance they can trust. Whether you're planning for retirement, managing a career transition, saving for education, or growing a business, we work alongside you to create a plan that fits your life, not a one-size-fits-all solution.

Our advisory team holds CFP®, CFA®, and CRC® designations, bringing more than 80 years of combined experience in investment research, financial planning, and client service. We operate as a team, which means our clients benefit from the perspective and collaboration of multiple experienced advisors, not just one person.

We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are the right fit. Contact us today.

Questions? Get in touch

Contact Info

Address:

360 New Hampshire 101
Bedford, NH 03110
United States

Phone:

(603) 625-8400

Fax:

Email:

cjune@sfmllc.net

     

Sweeney Financial Advisors is a registered investment advisory firm in New Hampshire, Massachusetts, and Florida. Sweeney Financial Advisors and its representatives comply with current registration and/or filing notice requirements. Sweeney Financial Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusions from registration requirements. Sweeney Financial Advisors' website is limited to the dissemination of general information about its investment advisory and financial planning services. Accordingly, Sweeney Financial Advisors' website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Additional information is also available on the internet at www.adviserinfo.sec.gov. Our searchable IARD number is 116564. A copy of Sweeney Financial Advisors' Part 2 of Form ADV is available upon written request. Sweeney Financial Advisors does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third-party provider, whether linked to Sweeney Financial Advisors' website or incorporated herein. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.

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