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  • Dynamic Wealth Planning

    Distinctive guidance for

    wealth planning

  • Warm Wishes This Holiday Season

    Warm Wishes This Holiday Season

  • 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

Q4 Market and Economic Commentaries

Highlights From Another Strong Earnings Season

Corporate America delivered another outstanding earnings season. S&P 500 Index earnings are tracking to an 8.2% year-over-year increase for the third quarter with just a handful of companies left to report. Exclud...

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Yield Curve Flattens Amid Higher Rate Hike Expectations and Geopolitical Tensions

Fixed income investors experienced three different market environments in the third quarter: a period of relative calm in July, several flight-to-safety events in August, and a resumption of risk taking in September a...

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How Healthy is Your Life Portfolio?

For most people, thinking about the economy starts with their personal financial situation. While job prospects, or the health of a business, or prices at the pump all have an impact on how we feel about the economy, ...

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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.