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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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The Impact of the SECURE Act on your Retirement Assets
The Impact of the SECURE Act on your Retirement Assets

The Impact of the SECURE Act on your Retirement Assets On December 20, 2019, Congress enacted the Setting Every Community…

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Coronavirus Update
Coronavirus Update

The Coronavirus, or COVID-19, has become a growing concern across the nation and in our region. The health, safety and…

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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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