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Year-End Tax Savings
As the end of the year approaches, it’s natural to reflect on our financial successes—and to look for smart ways to save on taxes. The clock is ticking, but here[…]
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Is Planning for Retirement Different Today in the Age of Artificial Intelligence?
At first glance, this might sound like a rhetorical question — of course things are different! But let me tell you, the answer isn’t as simple as you might think.[…]
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Pocketbook Power Plays: 5 Ways to Free Up Cash Right Now
Let’s be real—everything feels more expensive these days. A few years ago, most of us had at least a little breathing room in the budget. Now? Inflation has eaten that[…]
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