News and Updates

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News and Updates

June 18, 2021

Covid Policy Updates

On behalf of everyone at SFMG Wealth Advisors, we are excited to welcome you back to our office, but of course video conferencing is still available upon request.Federal, state, and local guidance...

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October 1, 2020

August Economic & Market Update

August Economic & Market Update

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October 1, 2020

How to Make Your Own Face Covering

The CDC has announced that a significant portion of individuals with coronavirus appears asymptomatic when they transmit the virus. The virus can spread through speaking, coughing, or sneezing —...

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October 1, 2020

Summary of the Cares Act for Small Business Owners

The Paycheck Protection Flexibility Act was signed into law on June 5, 2020 and includes updates regarding the Paycheck Protection Program Loan.Due to the continued increase in COVID-19 cases and the...

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May 18, 2020

From Our Home to Yours

During the time of stay-at-home orders and social distancing, we wanted to take a few moments to let our clients know we are thinking of them. Here is a glimpse of our home office setups, favorite...

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April 27, 2020

How To Marie Kondo Your Finances While You're at Home

It's likely that you and your family are spending more time at home these days. Due to the COVID-19 situation many are passing the time by learning new skills or taking on home projects. If...

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April 22, 2020

COVID-19 Time Capsule Activity

With the COVID-19 situation, we are all living through history. While it may feel like time is standing still, life is very much continuing on. Eventually this moment will pass, but what will we have...

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April 6, 2020

Stores with Hours for Senior Citizens

The following stores have agreed to set specific hours of operation for senior citizen shoppers and others who may be immunocompromised. Walmart is allowing seniors or vulnerable people to shop...

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March 31, 2020

Summary of the CARES Act for Individuals

The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law on March 27, 2020. This Act will have an impact on approximately 90% of all Americans in some form or fashion. There...

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March 16, 2020

COVID-19 Update

The coronavirus (COVID-19) pandemic and recent market volatility have undoubtedly presented you with new challenges as you care for your family, community, and friends. We hope that you lean on SFMG...

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March 12, 2020

Coronavirus Update

The Coronavirus, or COVID-19, has become a growing concern across the nation and in our region. The health, safety and well-being of our clients and team remains our utmost priority. We are taking...

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March 12, 2020

The Impact of the SECURE Act on your Retirement Assets

The Impact of the SECURE Act on your Retirement AssetsOn December 20, 2019, Congress enacted the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The provisions of the Act come...

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July 29, 2019

2019 Dallas Business Journal's Best Places to Work

SFMG Wealth Advisors is happy to announce that for a second year we have been named to Dallas Business Journal's list of Best Places to Work! Several hundred companies entered the 2019 Dallas...

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July 26, 2019

Shashin G. Shah, CFA, CFP®, promoted to Managing Director and Principal of SFMG Wealth Advisors

SFMG Wealth Advisors is pleased to announce the appointment of Shashin G. Shah, CFA, CFP®, as Managing Director and Principal. Shashin joined SFMG in 2016 and along with his 25 years of experience,...

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June 17, 2019

SFMG Wealth Advisors Named to 2019 Financial Times 300 Top Registered Investment Advisers

SFMG Wealth Advisors is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from...

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January 31, 2019

Ryan J. Blair, CFP®, promoted to Managing Director and Principal of SFMG Wealth Advisors

SFMG Wealth Advisors is proud to announce the promotion of Ryan J. Blair, Certified Financial Planner™ to Managing Director.  Ryan’s leadership, attention to detail and work ethic have...

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November 5, 2018

Dallas Business Journal 2018 Best Places to Work

SFMG Wealth Advisors is proud to announce that we have been named to the Dallas Business Journal’s 2018 Best Places to Work!More than 500 companies entered Dallas Business Journal's "Best...

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October 22, 2018

D Magazine 2018 Best Financial Planners & Wealth Managers in Dallas

We are pleased to announce that SFMG Wealth Advisors was named to D Magazine's 2018 Top Wealth Manager's list.Crystal Billing, CFP®, Ryan Blair, CFP®, Greg P. Morgan, CFP®, Taylor Nipp,...

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September 14, 2018

SFMG Team participated in CFT for Business' 17th Annual Freedom Day

September 11, 2018 the entire SFMG team participated in CFT for Business' 17th Annual Freedom Day, a community service event honoring the lives lost and those forever changed by the tragic...

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August 14, 2018

SFMG Wealth Advisors featured in 2018 Financial Advisor magazine Top RIA Ranking

Dallas, Texas – August 2018SFMG Wealth Advisors is proud to be included in the 2018 Financial Advisor magazine top RIA Survey and Ranking. SFMG was the top Plano firm to make the list and the...

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August 7, 2018

CRAIG GREENWAY, MANAGING DIRECTOR, FEATURED IN THE DALLAS FOUNDATION’S LEADER PUBLICATION

SFMG Wealth Advisors is proud to announce managing director Craig Greenway’s inclusion in the Dallas Foundation’s Leader publication. Craig serves at the president of the Metrocrest Hospital...

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November 6, 2017

D Magazine 2017 Best Financial Planners & Wealth Managers in Dallas

We are pleased to announce that SFMG Wealth Advisors was named to D Magazine's 2017 Top Wealth Manager's list. Crystal Billing, CFP®, Ryan Blair, CFP®, Taylor Nipp CFP®, and Shashin...

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September 13, 2017

Many commemorate 9/11 attacks with a day of service

SFMG Wealth Advisors is a proud sponsor of Entrepreneurs for North Texas 16th Annual Freedom Day, a community service event honoring the lives lost and those forever changed by the tragic events of...

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September 13, 2017

Entrepreneurs for North Texas 16th Annual Freedom Day

SFMG Wealth Advisors is a proud sponsor of Entrepreneurs for North Texas 16th Annual Freedom Day, a community service event honoring the lives lost and those forever changed by the tragic events of...

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February 3, 2017

EFNT Membership Provides Valuable Benefit, Perspective by Melissa Hawkins

CFT and our Board of Trustees choose to invest our resources and grant dollars in initiatives that strive to contribute in a measurable way to the greater good of the community. We use multiple...

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November 11, 2016

D Magazine 2016 Best Financial Planners & Wealth Managers in Dallas

We are proud to be listed in the November issue of D Magazine as one of the Best Financial Planners & Top Wealth Managers firms in Dallas. Congratulations to Shashin Shah and Crystal Billing on...

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September 13, 2016

15th Annual Freedom Day and Engagement Captain Award

SFMG staff members and family members were extremely proud to partner with EFNT and over 750 volunteers to make the 15th Annual Freedom Day an amazing success! SFMG’s service was through the...

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September 11, 2015

SFMG is proud to be a sponsor of EFNT's 14th annual Freedom Day event

SFMG is proud to be a sponsor of EFNT's 14th annual Freedom Day event. Our team serves alongside 600+ other EFNT member companies and 150+ DFW active and veteran military in honor of those whose...

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