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News and Updates
June 18, 2021
Covid Policy Updates
On behalf of everyone at SFMG Wealth Advisors, we are excited to welcome you back to our office, but of course video conferencing is still available upon request.Federal, state, and local guidance...
ReadOctober 1, 2020
Summary of the Cares Act for Small Business Owners
The Paycheck Protection Flexibility Act was signed into law on June 5, 2020 and includes updates regarding the Paycheck Protection Program Loan.Due to the continued increase in COVID-19 cases and the...
ReadOctober 1, 2020
How to Make Your Own Face Covering
The CDC has announced that a significant portion of individuals with coronavirus appears asymptomatic when they transmit the virus. The virus can spread through speaking, coughing, or sneezing —...
ReadMay 18, 2020
From Our Home to Yours
During the time of stay-at-home orders and social distancing, we wanted to take a few moments to let our clients know we are thinking of them. Here is a glimpse of our home office setups, favorite...
ReadApril 27, 2020
How To Marie Kondo Your Finances While You're at Home
It's likely that you and your family are spending more time at home these days. Due to the COVID-19 situation many are passing the time by learning new skills or taking on home projects. If...
ReadApril 22, 2020
COVID-19 Time Capsule Activity
With the COVID-19 situation, we are all living through history. While it may feel like time is standing still, life is very much continuing on. Eventually this moment will pass, but what will we have...
ReadApril 6, 2020
Stores with Hours for Senior Citizens
The following stores have agreed to set specific hours of operation for senior citizen shoppers and others who may be immunocompromised. Walmart is allowing seniors or vulnerable people to shop...
ReadMarch 31, 2020
Summary of the CARES Act for Individuals
The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law on March 27, 2020. This Act will have an impact on approximately 90% of all Americans in some form or fashion. There...
ReadMarch 16, 2020
COVID-19 Update
The coronavirus (COVID-19) pandemic and recent market volatility have undoubtedly presented you with new challenges as you care for your family, community, and friends. We hope that you lean on SFMG...
ReadMarch 12, 2020
Coronavirus Update
The Coronavirus, or COVID-19, has become a growing concern across the nation and in our region. The health, safety and well-being of our clients and team remains our utmost priority. We are taking...
ReadMarch 12, 2020
The Impact of the SECURE Act on your Retirement Assets
The Impact of the SECURE Act on your Retirement AssetsOn December 20, 2019, Congress enacted the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The provisions of the Act come...
ReadJuly 29, 2019
2019 Dallas Business Journal's Best Places to Work
SFMG Wealth Advisors is happy to announce that for a second year we have been named to Dallas Business Journal's list of Best Places to Work! Several hundred companies entered the 2019 Dallas...
ReadJuly 26, 2019
Shashin G. Shah, CFA, CFP®, promoted to Managing Director and Principal of SFMG Wealth Advisors
SFMG Wealth Advisors is pleased to announce the appointment of Shashin G. Shah, CFA, CFP®, as Managing Director and Principal. Shashin joined SFMG in 2016 and along with his 25 years of experience,...
ReadJune 17, 2019
SFMG Wealth Advisors Named to 2019 Financial Times 300 Top Registered Investment Advisers
SFMG Wealth Advisors is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from...
ReadJanuary 31, 2019
Ryan J. Blair, CFP®, promoted to Managing Director and Principal of SFMG Wealth Advisors
SFMG Wealth Advisors is proud to announce the promotion of Ryan J. Blair, Certified Financial Planner™ to Managing Director. Ryan’s leadership, attention to detail and work ethic have...
ReadNovember 5, 2018
Dallas Business Journal 2018 Best Places to Work
SFMG Wealth Advisors is proud to announce that we have been named to the Dallas Business Journal’s 2018 Best Places to Work!More than 500 companies entered Dallas Business Journal's "Best...
ReadOctober 22, 2018
D Magazine 2018 Best Financial Planners & Wealth Managers in Dallas
We are pleased to announce that SFMG Wealth Advisors was named to D Magazine's 2018 Top Wealth Manager's list.Crystal Billing, CFP®, Ryan Blair, CFP®, Greg P. Morgan, CFP®, Taylor Nipp,...
ReadSeptember 14, 2018
SFMG Team participated in CFT for Business' 17th Annual Freedom Day
September 11, 2018 the entire SFMG team participated in CFT for Business' 17th Annual Freedom Day, a community service event honoring the lives lost and those forever changed by the tragic...
ReadAugust 14, 2018
SFMG Wealth Advisors featured in 2018 Financial Advisor magazine Top RIA Ranking
Dallas, Texas – August 2018SFMG Wealth Advisors is proud to be included in the 2018 Financial Advisor magazine top RIA Survey and Ranking. SFMG was the top Plano firm to make the list and the...
ReadAugust 7, 2018
CRAIG GREENWAY, MANAGING DIRECTOR, FEATURED IN THE DALLAS FOUNDATION’S LEADER PUBLICATION
SFMG Wealth Advisors is proud to announce managing director Craig Greenway’s inclusion in the Dallas Foundation’s Leader publication. Craig serves at the president of the Metrocrest Hospital...
ReadNovember 6, 2017
D Magazine 2017 Best Financial Planners & Wealth Managers in Dallas
We are pleased to announce that SFMG Wealth Advisors was named to D Magazine's 2017 Top Wealth Manager's list. Crystal Billing, CFP®, Ryan Blair, CFP®, Taylor Nipp CFP®, and Shashin...
ReadSeptember 13, 2017
Entrepreneurs for North Texas 16th Annual Freedom Day
SFMG Wealth Advisors is a proud sponsor of Entrepreneurs for North Texas 16th Annual Freedom Day, a community service event honoring the lives lost and those forever changed by the tragic events of...
ReadSeptember 13, 2017
Many commemorate 9/11 attacks with a day of service
SFMG Wealth Advisors is a proud sponsor of Entrepreneurs for North Texas 16th Annual Freedom Day, a community service event honoring the lives lost and those forever changed by the tragic events of...
ReadFebruary 3, 2017
EFNT Membership Provides Valuable Benefit, Perspective by Melissa Hawkins
CFT and our Board of Trustees choose to invest our resources and grant dollars in initiatives that strive to contribute in a measurable way to the greater good of the community. We use multiple...
ReadNovember 11, 2016
D Magazine 2016 Best Financial Planners & Wealth Managers in Dallas
We are proud to be listed in the November issue of D Magazine as one of the Best Financial Planners & Top Wealth Managers firms in Dallas. Congratulations to Shashin Shah and Crystal Billing on...
ReadSeptember 13, 2016
15th Annual Freedom Day and Engagement Captain Award
SFMG staff members and family members were extremely proud to partner with EFNT and over 750 volunteers to make the 15th Annual Freedom Day an amazing success! SFMG’s service was through the...
ReadSeptember 11, 2015
SFMG is proud to be a sponsor of EFNT's 14th annual Freedom Day event
SFMG is proud to be a sponsor of EFNT's 14th annual Freedom Day event. Our team serves alongside 600+ other EFNT member companies and 150+ DFW active and veteran military in honor of those whose...
Read