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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

Bull Market for Policy Uncertainty

Last week stocks enjoyed their best week since November 2018 despite rampant policy uncertainty. Policy uncertainty remains high, particularly around trade, but you wouldn’t know it from last week’s stock ...

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A Record-Long Expansion

The economic expansion just turned 10 years old, tied for the longest on record, according to the National Bureau of Economic Research. It’s only fitting with this milestone that economic skepticism is peaking o...

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Bond Markets’ Signal to Stocks

Should stock investors be concerned about the signals coming from the bond market? Trade tensions were the biggest reason stocks suffered their first down month of 2019 in May, but worrisome signals from the bond mark...

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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.