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Prioritize Your Dollars
If you’ve felt the squeeze lately, you’re not alone. Just a few years ago, most Americans felt pretty confident. Wages were strong. Money was flowing through the economy. Prices felt[…]
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Financial Fitness
Ever notice how Presidents Day sales are suspiciously good? There’s a reason. January is when everyone buys exercise equipment for their New Year’s resolutions… and February is when a lot[…]
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Estate Planning Lessons from Celebrity Mistakes
Fame and fortune don’t protect anyone from poor planning. When it comes to death and taxes, celebrities face the same rules the rest of us do—just on a much bigger,[…]
Read moreCustomer Relationship Summary
Below is a copy of our Customer Relationship Summary, known as “Form CRS.” This new Form is intended to inform retail investors about: (i) the types of client and customer relationships and services the firm offers; (ii) the fees, costs, conflicts of interest, and required standard of conduct associated with those relationships and services; (iii) whether the firm and its financial professionals currently have reportable legal or disciplinary history; and (iv) how to obtain additional information about the firm.
Customer Relationship Summary (SMG Form CRS) SMG ADV Part 2A