Wealth Accumulation
The basis of any investment plan is to have a well-diversified portfolio among various asset classes. The rationale behind diversification is to mitigate risk.
First quarter earnings season was solid by just about any measure, but based on recent market behavior it’s obvious that in general market participants paid little attention. This is a macro-driven market, so it...
Read moreIt’s been a tough year so far for a traditional “60/40” portfolio, a portfolio of 60% stocks and 40% bonds. Using the S&P 500 Index and the Bloomberg U.S. Aggregate Bond Index (“Agg”)...
Read moreIt’s been a very tough start to the year with both stocks and bonds down sharply. Adding to the “wall of worry” for investors are the highest levels of U.S. inflation in decades, an aggressive Federa...
Read moreOur 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.