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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 – May 2023
Economic and Market Update – May 2023

Our current stock allocation remains in a Slightly Over Weight position. This allocation of stocks vs. bonds is driven by…

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Economic and Market Update – April 2023
Economic and Market Update – April 2023

Our current stock allocation remains in a Slightly Over Weight position. This allocation of stocks vs. bonds is driven by…

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Economic and Market Update – March 2023
Economic and Market Update – March 2023

The U.S. stock market has shown enough strength to lead us to increase stock allocation to Slightly Over Weight position….

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The Impact of SECURE Act 2.0
The Impact of SECURE Act 2.0

On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023. It includes what some call the SECURE Act…

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Economic and Market Update – February 2023
Economic and Market Update – February 2023

U.S. Personal Consumption Expenditures (PCE), the Federal Reserve’s preferred inflation gauge, showed that inflation reaccelerated in January. The price index…

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Economic and Market Update – January 2023
Economic and Market Update – January 2023

U.S. Gross Domestic Product (GDP) in the 4th quarter was positive and confirmed the economy was not in a recession….

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2022 Year In Review
2022 Year In Review

As we kick off the new year, we’re also reflecting on all we accomplished in 2022. Thank you to our…

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Award Disclosures
Award Disclosures

This document is not intended to be taken as investment advice, a recommendation, or an offer or solicitation to purchase…

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Resource Spotlight: Legacy Planner

Every financial plan has an elephant in the room — that being the passing of a family member, spouse, loved…

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Economic and Market Update – Decemeber 2022
Economic and Market Update – Decemeber 2022

In the Fed’s last meeting of 2022, the fed funds rate was hiked by 0.50% to a target range of…

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Economic and Market Update – November 2022
Economic and Market Update – November 2022

Retail sales figures in the U.S. showed an 8.3% increase in October compared to the same time last year. Although…

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Economic and Market Update – October 2022
Economic and Market Update – October 2022

Following two straight quarters of negative growth, U.S. Gross Domestic Product (GDP) rose in the 3rd quarter at a 2.6%…

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