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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

Central Banks Are Back

Since we began highlighting the return of fiscal leadership as a primary driver for economic and market activity nearly two years ago, we’ve seen the return to central bank dominance, particularly by the U.S. Fe...

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Markets Take a Punch

Markets took several punches this week and have not gone to the mat. Investors woke up Monday, September 16, to news of the attack on Saudi Arabia’s oil facilities and surging crude futures pric...

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Where’s That September Volatility?

September is historically known as one of the worst for stocks, yet in 2019 the S&P 50...

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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.