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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[…]
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Have You Outgrown Your Advisor?
A fellow advisor once shared a story that has always stuck with me. He tried to help his grandmother with her financial and life planning, but she refused. “She insisted[…]
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