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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

Consumers Open Up Their Wallets

U.S. consumers continue to open up their wallets, according to the October retail sales report.   Retail sales rose 0.3% last month, the measure’s seventh gain in eight months. Retail sa...

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Global Growth Stabilizing

The long wait may be over. No, we aren’t talking about a U.S.-China trade agreement, though that may come before the end of this year. The two sides continue working on a few sticking points.  ...

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Moderate but Manageable Inflation

Consumer inflation continued at a moderate, but manageable, pace in October.   As shown in the LPL Chart of the Day, the core Consumer Price Index (CPI), which excludes food and energy prices,...

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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.