Featured Story

Economic and Market Update – September 2026

Our current stock allocation is in an Over Weight position. This allocation of stocks vs. bonds is driven by technical…

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

See our May Economic and Market Update Resources: May Update

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

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

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

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

Learn More
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

Contact A Wealth Advisor Today

Ready for exceptional service and a personalized experience?

Let's Talk