The Impact of SECURE Act 2.0

2022 Year-End Tax Planning Considerations

As Washington D.C. prepares for 2022 midterm elections, the future outlook on the government and tax laws continue to impact…

2021 Year-End Tax Planning Considerations

The following planning strategies are based upon current tax laws. The team at SFMG is closely monitoring the tax legislation…

Economic and Market Update – August 2021

As the U.S. labor market continues to recover, lawmakers have pushed forward in unwinding COVID-related benefit programs. Congress will not…

Economic and Market Update – July 2021

U.S. Gross Domestic Product (GDP) increased in the 2nd quarter at a 6.5% annual rate. This was the largest increase…

Economic and Market Update – June 2021

Covid Policy Updates

On behalf of everyone at SFMG Wealth Advisors, we are excited to welcome you back to our office, but of…

Economic and Market Update – May 2021

See our May Economic and Market Update Resources: May Update

Economic and Market Update – April 2021

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

Economic and Market Update – March 2021

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

Economic and Market Update – February 2021

See our February Economic and Market Update Resources: February Update

Economic and Market Update – January 2021

See our January Economic and Market Update Resources: January 2021

Economic and Market Update – December 2020

See our December Economic and Market Update Resources: December Update