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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 moreCaring for Others Without Losing Yourself
Today, nearly 63 million Americans — about one in four adults — serve as caregivers, and most provide that care unpaid. Many find themselves balancing the needs of their children[…]
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