Featured Story

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…

Read Blog
Economic and Market Update – February 2021
Economic and Market Update – February 2021

See our February Economic and Market Update Resources: February Update

Learn More
Economic and Market Update – January 2021
Economic and Market Update – January 2021

See our January Economic and Market Update Resources: January 2021

Learn More
Economic and Market Update – December 2020
Economic and Market Update – December 2020

See our December Economic and Market Update Resources: December Update

Learn More
Economic and Market Update – November 2020
Economic and Market Update – November 2020

Resources: Economic and Market Update – November 2020

Learn More
2021 Medicare Open Enrollment Summary
2021 Medicare Open Enrollment Summary

What is the Medicare Open Enrollment Period? The Medicare Open Enrollment Period is the time during which people with Medicare…

Learn More
2020 End of Year Planning Considerations
2020 End of Year Planning Considerations

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

Learn More
Economic and Market Update – October 2020
Economic and Market Update – October 2020

Resources: Economic and Market Update – October 2020

Learn More
Summary of the Cares Act for Small Business Owners
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…

Learn More
August Economic & Market Update
August Economic & Market Update

August Economic & Market Update

Learn More
How to Make Your Own Face Covering
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…

Learn More
Economic and Market Update – September 2020
Economic and Market Update – September 2020

Resources: Economic and Market Update – September 2020

Learn More
Economic and Market Update – August 2020
Economic and Market Update – August 2020

Resources: Economic and Market Update – August 2020

Learn More

Contact A Wealth Advisor Today

Ready for exceptional service and a personalized experience?

Let's Talk