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Financial Matters

News and information to help improve your Four Capitals
the approach

Connected Cars: Convenience vs. Security

As the Internet of Things (IoT) continues to grow, cars, appliances, watches, and phones will more frequently communicate directly with each other without a person initiating the message. Learn more about cybersecurity risks in connected cars.

Posted By Jennifer Specter
February 8, 2018
Tax Planning

Tax Cuts and Jobs Act: an Overview

The Tax Cuts and Jobs Act was approved by Congress and signed by President Trump in late December 2017. The Tax Cuts and Jobs Act features the most changes to the U.S. tax code in decades and it will impact nearly every individual and business. The SFG Financial Planning team is researching how these changes will impact our clients. Most of the provisions discussed in this article are active for tax years 2018 through 2025. Below is our summary of the how Tax Cuts and Jobs Act will affect individuals.

Posted By Alyssa Yocom
January 8, 2018
Investment Management

Pension Liabilities

One of the macroeconomic areas of risk to the economy is public and private pension liabilities. The former also has an effect on the municipal bond market. The risk to the public and private pension system is underfunding. This happens when a pension fund has liabilities on its balance sheet which outweigh its assets.

Posted By Russ Schultz
January 8, 2018
Investment Management

Shifting the Perception of Emerging Asia

For years now, when people think about Emerging Asia they may find themselves thinking about China. China has dominated the Emerging Asia conversation for the last decade, while smaller but still budding countries barely make a footnote in the conversation. What is SFG’s perspective on what a truer Emerging Asia exposure looks like? It lies within allocating away from China and companies with a massive global reach.

Posted By William Saulsgiver
January 8, 2018
Insurance & Risk Management

Fire Safety at Home

To help protect your family and your property, it is important to avoid known causes of fire, install proper fire detection and prevention in your home, and practice your family escape plan, so you know what to do in case of a fire emergency.

Posted By Jennifer Specter
January 7, 2018
Estate Planning

Estate Planning: Providing for Your Pet

This article discusses a rarely used, but important subset of estate planning for clients who want to provide for their beloved pets in addition to their family members. 

Posted By Jennifer Specter
January 7, 2018