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  • Dynamic Wealth Planning

    Distinctive guidance for

    wealth planning

  • Distinctive Portfolio Construction

    Exceptional service and communication

  • Sophisticated Risk Management

  • Objective Guidance, Objective Recommendations

    ... that matter to your family

  • Exceptional Service and Communication

    Strategic collaboration and

    personalized support

  • Strategic Collaboration and Personalized Support

    Unbiased guidance,

    unbiased recommendations

Market and Economic Commentaries

Leading Indicators Signal Growth Ahead

U.S. leading indicators rebounded in July, a good sign for the durability of the expansion.   The Conference Board’s Leading Economic Index (LEI) rose 0.5% month over month, the biggest ...

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Complexity Behind the Fed Rate Cut

Minutes from the Federal Reserve’s (Fed) July meeting, released August 21, show the complexity of policymakers’ discussions leading up to the first rate cut of this economic cycle.   ...

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Fed Delays Value’s Turnaround

Growth stocks have had an unprecedented run of outperformance compared with value stocks for over a decade now. Strong performance has left valuations at extremes, which we used to support our slight preference for va...

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Investment Management

Our personal customized approach to money management incorporates efficiencies introduced by recent technology. We believe most investors benefit from a core global market portfolio. This can be potentially achieved through the use of ETFs dynamically modeled for a specific risk tolerance and investment objective. These portfolios are designed to reduce the two stresses on a portfolio within our control – taxes and internal expenses. Supplemental portfolios are designed to increase yield and/or create stability, as strategies requiring more customization.

 

Wealth portfolios are managed by SFG’s Investment Advisory Team, led by Jeremy Olen, CFA®, and overseen by Jane Scarbrough, CFP®, Founder and Managing Principal. Our team meets monthly to review market conditions and global economic trends and analyze how these factors impact portfolio construction. Collectively, we bring broad industry experience to the investment process, an approach which has contributed to the success of our dynamic platform.