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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

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Market and Economic Commentaries

3.23.23 Three Takeaways from the Fed Decision

Overview - As we expected, the Federal Reserve (Fed) raised the fed funds rate by 0.25%, pushing the upper bound to 5.00%. - Financial conditions were stable enough for the Federal Op...

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3.20.23 Wading Through Financial Stability Risks: An Action Plan

The Federal Reserve (Fed) has a history of raising short-term interest rates until something “breaks.” Considering the Fed has raised rates from a near-zero level to 4.75% (upper bound) over the course of ...

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3.20.2023 Update on Credit Suisse situation

Just as the market was starting to make some progress digesting the news of the Silicon Valley Bank (SVB) failure, another source of potential financial stress popped up in the form of Credit Suisse (CS). Here’s...

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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.