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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

S&P Sector Switcheroo

S&P GICS sectors to undergo a significant makeover later this month. Effective September 28, S&P Dow Jones Indices will make significant changes to its Global Industrial Classification Standard—referred ...

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Productivity on the Rise

Productivity gains play an important role in economic output, and recent gains support an encouraging picture of the U.S. economy. Productivity, first and foremost, is a primary driver of gross domestic product (GDP) ...

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Another Impressive Show From Corporate America

Second quarter earnings season was outstanding by many measures. The numbers were strong even without the boost from the new tax law, while guidance was generally positive despite tariffs and trade policy uncertainty....

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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.