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  • Dynamic Wealth Planning

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    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

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    unbiased recommendations

Market and Economic Commentaries

11.22.21 Three Reasons to Be Thankful

There are only six weeks to go in 2021 and it has been an incredible year for the stock market bulls. In fact, in many ways it could go down as one of the best years ever. This week, in honor of Thanksgiving, we wante...

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11.15.21 A Peek at Peak Inflation: Five Signals to Watch For

After an upside inflation surprise in October, it’s clear that peak inflation may still be ahead, possibly even pushing into 2022. While the Federal Reserve (Fed) maintains its position that elevated inflation w...

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11.8.21 Developed International: If Not Now, When?

Since we began our investing careers, we’ve had the concept of diversification drilled into our heads. Some refer to it as the only free lunch in investing. Well, when it comes to geography, that advice hasn&rsq...

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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.