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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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SFMG Wealth Advisors Named to 2019 Financial Times 300 Top Registered Investment Advisers
SFMG Wealth Advisors Named to 2019 Financial Times 300 Top Registered Investment Advisers

SFMG Wealth Advisors is pleased to announce it has been named to the 2019 edition of the Financial Times 300…

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Economic and Market Update – June 2019
Economic and Market Update – June 2019

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

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Economic and Market Update – May 2019
Economic and Market Update – May 2019

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

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Economic and Market Update – April 2019
Economic and Market Update – April 2019

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

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Economic and Market Update – March 2019
Economic and Market Update – March 2019

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

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Opportunity Zone Investing – A Unique Investment Strategy
Opportunity Zone Investing – A Unique Investment Strategy

The Opportunity Zones tax incentive was established by Congress in the 2017 Tax Cut and Jobs Act as an innovative…

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Economic and Market Update – February 2019
Economic and Market Update – February 2019

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

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Ryan J. Blair, CFP®, promoted to Managing Director and Principal of SFMG Wealth Advisors
Ryan J. Blair, CFP®, promoted to Managing Director and Principal of SFMG Wealth Advisors

  SFMG Wealth Advisors is proud to announce the promotion of Ryan J. Blair, Certified Financial Planner™ to Managing Director.  Ryan’s…

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Economic and Market Update – January 2019
Economic and Market Update – January 2019

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

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Economic and Market Update – December 2018
Economic and Market Update – December 2018

See our December Economic and Market Update. Resources: Economic and Market Update – December 2018

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Dallas Business Journal 2018 Best Places to Work
Dallas Business Journal 2018 Best Places to Work

SFMG Wealth Advisors is proud to announce that we have been named to the Dallas Business Journal’s 2018 Best Places…

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Medicare Open Enrollment 2018
Medicare Open Enrollment 2018

As you may already be aware, the enrollment period for making changes to your Medicare Plan has recently opened and…

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