Disclosures

 

Disclosures

Spectrum Management Group®, Inc., (“SMG”) is an SEC registered investment adviser with its principal place of business in the State of Indiana. SMG and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which SMG maintains clients. SMG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

This website is for information purposes only. While the general market information contained herein is based on sources believed to be reliable, we do not represent that it is accurate and it should not be relied on as such or be the basis for an investment, legal or tax decision. Any opinions expressed are current only as of the time made and are subject to change without notice. Any subsequent, direct communication by SMG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SMG, please contact SMG or refer to the Investment Adviser Public Disclosure web site. For additional information about SMG, including fees and services, see our disclosure brochure as set forth on Form ADV from SMG. Please read the disclosure brochure carefully before you invest or send money.

 

From Our Blog

By | Thursday, April 20, 2017 10:00 am

Financial Spring Cleaning: Which Documents to Save and Which Papers to Toss

If you're engaging in a little financial spring cleaning this year, consider scanning your records and storing them electronically. Specific rules may vary depending on the asset, transaction or expense but generally, you want to make sure that your electronic records are as accurate (and legible) as your paper records and easily accessible.

By | Tuesday, April 18, 2017 10:00 am

Financial Spring Cleaning: Are you Asking for Trouble with Paperless Credit Card Statements?

 

When it comes to tracking your spending, credit card statements are often a crucial (but mundane) part of that. It is by combing through statements where you might catch billing mistakes or spot mysterious charges that could indicate fraud or identity theft.

By | Thursday, April 13, 2017 9:56 am

Filing for an Extension on your Taxes doesn't Necessarily Mean an Audit. Here's Why

What should you do if you can't finish your tax return on time of if you don't have the money to pay your taxes now? There is a common belief that you should be among the masses filing by the April deadline so you don't draw attention to yourself from the IRS and bring on an audit.