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  • Dynamic Wealth Planning

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    wealth planning

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    ... that matter to your family

  • Exceptional Service and Communication

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  • Strategic Collaboration and Personalized Support

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Market and Economic Commentaries

8.9.22 Is All the Bad News Priced into Emerging Market Debt?

Like most other fixed income markets, the emerging market debt (EMD) indexes are off to one of their worst starts to a year with the Bloomberg EM USD Aggregate index down close to 15% (through Aug 8). While interest r...

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8.8.22 Markets Rebound in Strong Start Second Half

Index Performance   ...

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8.8.22 Case For Recession Weakens

The market pundits remain intensely focused on the question of whether the U.S. economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest...

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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.