Financial Planning

  • S50F Special Market Update

    S50F Special Market Update

    4/20/2025 At Second 50 Financial, we continue to maintain a cautious and disciplined approach to portfolio management, intentionally keeping equity allocations below long-term targets. This isn’t a reaction to headlines or market volatility

  • SECOND 50 FINANCIAL ANNOUNCES KEY INVESTMENTS IN SPACEX AND ANDURIL
  • SECOND 50 FINANCIAL INVESTS IN PRIVATE MARKET LEADERS
  • 24 Charts of 2024 by NDR

    24 Charts of 2024 by NDR

    Investors had to grapple with several known unknowns in 2024. Politically, elections in the U.S. and major economies and strife in Ukraine and the Middle East left

  • October 2024 Insights

    October 2024 Insights

    As retirement approaches, many individuals find themselves contemplating a significant life change: relocating to a new city or region. According to recent studies, nearly 40% of workers

  • August 2024 Insights

    August 2024 Insights

    Are you leveraging your IRA to support the causes you care about while also lowering your taxable income? Many individuals

  • July 2024 Insights

    July 2024 Insights

    Our five-minute video this month focuses on Embracing AI in Our Second 50 Years and the transformative impact of Artificial Intelligence (AI)—a force as revolutionary as electricity and the internet.

  • June 2024 Insights

    June 2024 Insights

    Welcome to our June Edition. Our video this month “Convicted Investing: Kingsview Wealth Management” features David Swift, co-founder of Second 50 Financial, and

  • May 2024 Insights

    May 2024 Insights

    Our five-minute video this month focuses on Embracing AI in Our Second 50 Years and the transformative impact of Artificial Intelligence (AI)—a force as revolutionary as electricity and the internet.