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Money Ideas No One Thinks Possible
Earlier this year, we shared a parable about a giant ship engine that quit working. Countless hours and money were spent hiring experts to do the job. No one could[…]
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Stress – Financial, Business, Life?
The irony of stress is realizing it isn’t good for you, then stressing about being stressed. Keeping with the theme of Mother’s Day this week, ask yourself…what advice would your[…]
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How Much is a Million Dollars Really Worth?
That is the million-dollar question…no pun intended. It sounds like a lot – and it is – but well, it’s not. It is exciting when that life event you’ve been[…]
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)