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Do You Cut and Paste Your Money Decisions?
A while back, Money Magazine asked several successful people a simple question: What’s the smartest financial advice you’ve ever received? One response stood out. Richard Branson, billionaire founder of the[…]
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Prioritize Your Dollars
If you’ve felt the squeeze lately, you’re not alone. Just a few years ago, most Americans felt pretty confident. Wages were strong. Money was flowing through the economy. Prices felt[…]
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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[…]
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