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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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Covid Policy Updates
Covid Policy Updates

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

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Economic and Market Update – May 2021
Economic and Market Update – May 2021

See our May Economic and Market Update Resources: May Update

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Economic and Market Update – April 2021
Economic and Market Update – April 2021

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

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Economic and Market Update – March 2021
Economic and Market Update – March 2021

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

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Economic and Market Update – February 2021
Economic and Market Update – February 2021

See our February Economic and Market Update Resources: February Update

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Economic and Market Update – January 2021
Economic and Market Update – January 2021

See our January Economic and Market Update Resources: January 2021

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Economic and Market Update – December 2020
Economic and Market Update – December 2020

See our December Economic and Market Update Resources: December Update

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Economic and Market Update – November 2020
Economic and Market Update – November 2020

Resources: Economic and Market Update – November 2020

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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…

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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…

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Economic and Market Update – October 2020
Economic and Market Update – October 2020

Resources: Economic and Market Update – October 2020

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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…

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