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2024 Year In Review

As we kick off the new year, we’re also reflecting on all we accomplished in 2024. To our clients, colleagues,…

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Economic and Market Update – June 2018
Economic and Market Update – June 2018

See our June Economic and Market Update. Resources: Economic and Market Update – June 2018

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Economic and Market Update – May 2018
Economic and Market Update – May 2018

See our May Economic and Market Update. Resources: Economic and Market Update – May 2018

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Economic and Market Update – April 2018
Economic and Market Update – April 2018

See our April Economic and Market Update. Resources: Economic and Market Update – April 2018

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Economic and Market Update – March 2018
Economic and Market Update – March 2018

Resources: Economic and Market Update – March 2018

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Economic and Market Update – February 2018
Economic and Market Update – February 2018

See our February Economic and Market Update. Resources: Economic and Market Update – February 2018

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Planning for Estate Tax Portability
Planning for Estate Tax Portability

See our attached tips to plan for estate tax portability. Resources: Planning for Estate Tax Portability

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Economic and Market Update – December 2017
Economic and Market Update – December 2017

See our December Economic and Market Update. Resources: Economic and Market Update – December 2017

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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…

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Economic and Market Update – November 2017
Economic and Market Update – November 2017

See our November Economic and Market Update. Resources: Economic and Market Update – November 2017

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Economic and Market Update – October 2017
Economic and Market Update – October 2017

See our October Economic and Market Update. Resources: Economic and Market Update – October 2017

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Entrepreneurs for North Texas 16th Annual Freedom Day
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…

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Many commemorate 9/11 attacks with a day of service
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…

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