Latest Posts

SFG Tax Tips - January 25, 2018

by Chad Hassinger on Jan 25, 2018

Tax Planning

By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning

"Are you receiving large refunds every year (or, as I like to call it, repayment of your interest-free loan to the government)?  Are you paying underpayment penalties?  Did you start a new job or work two different jobs?  If you answered "yes" to any of these questions, when is the last time you did a tax withholding "check up"? ...

Weekly Market Review - January 23, 2018

by Chad Hassinger on Jan 23, 2018

Finance

By Bradley J. Rathe
Chief Investment Officer

With equity markets at new highs, you would expect consumer confidence would be at new highs as well however the reading fell to 94.4 compared to 97 expected.  This will be a reading to be watched to see if this trend continues. Industrial Production surged up by .9% and capacity utilization moved up to 77.9% giving support to the increase in inflation expectations.

Understanding Risk: Part I

by Chad Hassinger on Jan 22, 2018

Finance

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 newsletter that you received earlier this month, we will be sending you a Risk Profile Questionnaire to help determine your risk tolerance. But why do we ask for this information? Now may be time for you to re-acquaint yourself with risk and what it means in the investing world.

SFG Tax Tips - January 4, 2018

by Chad Hassinger on Jan 4, 2018

Tax Planning

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 thousands of people have lost their money and personal information to tax scams. Scammers use various methods to get information out of you, whether it's through the mail, on the telephone, or via email.