Provided By Stephen J. Barrett, CFP®, AWMA®, AIF®
Vice President, Wealth Management
Ready for a lesson on risk? As Jeremy mentioned in the SFG Management
By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning
Do you want your refund sooner rather than later? Combining direct deposit with electronic
By Bradley J. Rathe
Chief Investment Officer
US Jobs came in below expectations however wage inflation was strong at a 2.5% annualized rate. Inflation is the
By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning
Don't get scammed! Now that tax season will soon be upon us, I want you to be aware that
By Bradley J. Rathe
Chief Investment Officer
Equity markets around the world ended the year on a strong note. The S&P 500 had positive total return in every month
