Latest Articles
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[…]
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The 5 Most Common Mistakes in Retirement Planning
Legendary basketball coach John Wooden once said, “It is what we learn after we know it all that counts.” That quote perfectly captures one of the greatest challenges in retirement[…]
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The Secret Sauce to Investing
If you read any investing publications, you often see headlines like “Value Investing is Dead” or “Dividend Stocks—The Safe Way to Invest” or “3 Growth Stocks That Can’t Be Stopped.”[…]
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