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SFMG Tax Management Solutions

Tax management is far more than a simple annual obligation—it’s a strategic approach to financial planning that may unlock savings…

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Economic and Market Update – July 2017
Economic and Market Update – July 2017

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

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Economic and Market Update – June 2017
Economic and Market Update – June 2017

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

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Economic and Market Update – May 2017
Economic and Market Update – May 2017

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

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Economic and Market Update – April 2017
Economic and Market Update – April 2017

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

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Economic and Market Update – March 2017
Economic and Market Update – March 2017

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

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Everyone Wins When Charitable Giving is Done Right by Kevin W. Margolis, Contributor
Everyone Wins When Charitable Giving is Done Right by Kevin W. Margolis, Contributor

Charitable giving can be immensely rewarding personally; many of us have a cause we support, and in 2014, Americans donated…

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IT’S A HUMAN PROCESS by Craig M. Greenway, Contributor
IT’S A HUMAN PROCESS by Craig M. Greenway, Contributor

It’s a Human Process Planning for Retirement Requires Looking at More than Numbers What do you see when you envision…

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EFNT Membership Provides Valuable Benefit, Perspective by Melissa Hawkins
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…

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D Magazine 2016 Best Financial Planners & Wealth Managers in Dallas

Resources: Click here to read more

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Economic and Market Update – November 2016
Economic and Market Update – November 2016

See our November Economic and Market Updates. Resources: Economic and Market Update – November 2016

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Economic and Market Update – October 2016
Economic and Market Update – October 2016

See our October Economic and Market Updates. Resources: Economic and Market Update – October 2016

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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…

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