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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 & Market Update – March 2020
Economic & Market Update – March 2020

Resources: Economic & Market Update – March 2020

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Economic and Market Update – February 2020
Economic and Market Update – February 2020

See our January Economic and Market Update. Resources: Economic and Market Update – February 2020

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Economic & Market Update – January 2020
Economic & Market Update – January 2020

See our January Economic and Market Update. Resources: Economic & Market Update – January 2020

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Economic & Market Update – December 2019
Economic & Market Update – December 2019

See our December Economic and Market Update. Resources: Economic & Market Update – December 2019

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Economic & Market Update – November 2019
Economic & Market Update – November 2019

Resources: Economic & Market Update – November 2019

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Economic and Market Update – October 2019
Economic and Market Update – October 2019

See our October Economic and Market Update. Resources: Economic and Market Update – October 2019

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Economic and Market Update – September 2019
Economic and Market Update – September 2019

See our September Economic and Market Update. Resources: Economic and Market Update – September 2019

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Economic and Market Update – August 2019
Economic and Market Update – August 2019

Economic and Market Update – August 2019 Resources: Economic and Market Update – August 2019

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2019 Dallas Business Journal’s Best Places to Work
2019 Dallas Business Journal’s Best Places to Work

SFMG Wealth Advisors is happy to announce that for a second year we have been named to Dallas Business Journal’s…

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Shashin G. Shah, CFA, CFP®, promoted to Managing Director and Principal of SFMG Wealth Advisors
Shashin G. Shah, CFA, CFP®, promoted to Managing Director and Principal of SFMG Wealth Advisors

SFMG Wealth Advisors is pleased to announce the appointment of Shashin G. Shah, CFA, CFP®, as Managing Director and Principal….

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Economic and Market Update – July 2019
Economic and Market Update – July 2019

See our July Economic and Market Updates. Resources: Economic and Market Update – July 2019

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Expert Travel & Protection Tips
Expert Travel & Protection Tips

As the summer travel season is upon us, we wanted to pass on a number of critical travel tips if…

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