Recent News

Scott Holley and Patrick Morrow AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S TOP INDEPENDENT ADVISORS SUMMIT Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Independent Financial Advisors and Industry Decision Makers Orlando, FL (March 24, 2017)— Scott Holley CEO of SBC Wealth Management and Patrick Morrow President of SBC Wealth Management attended the ninth-annual Barron’s Top Independent […]

Our very own, Carson Shadowen, who serves on the Heroes Foundation planning committee will be part of the 7th Annual Spin4Heroes fundraising event THIS Saturday, March 11, 12-4 p.m., at the Indiana Farm Bureau Football Center. Spin4Heroes is an indoor, relay-style, team cycling/spinning event featuring motivating spin instructors and a DJ! Cyclists of all abilities […]

SBC hosted their annual Client Appreciation Event at The Montage in Indianapolis on November 17th. We had a great turnout this year with great food and prize giveaways. The highlight of the evening included a very informative panel discussion by the advisors who discussed what SBC is doing about the Elections, Markets, Cycles and Economy; […]

SBC is proud to be a Platinum Sponsor at the annual Indianapolis Discovery Ball event that was held on Saturday, October 29th at the JW Marriott in Downtown Indianapolis. Erin Pentz also plays an integral part in this event and serves as the Discovery Ball Co-Chair on the American Cancer Society Guild, working to ensure […]

June 24, 2016 Dear Valued Client: Today we received the unprecedented news that the United Kingdom (U.K.) has voted to leave the European Union (EU), which had led to significant volatility in the global markets. In situations like these, it becomes more important than ever to remain calm, harness our emotions, and stay committed to […]

PATRICK MORROW AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S TOP INDEPENDENT ADVISORS SUMMIT Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers Scottsdale (March 23, 2016)— Patrick B. Morrow, President of SBC Wealth Management, attended the eighth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best […]

SCOTT G. HOLLEY AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S  TOP INDEPENDENT ADVISORS SUMMIT Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers Scottsdale (March 23, 2016)— Scott G. Holley, CEO of SBC Wealth Management, attended the eighth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote […]

On November 2, the Bipartisan Budget Act of 2015 (BBA) was signed into law, requiring budgetary compromises to be made which have consequently impacted two commonly used Social Security filing strategies (that typically generate higher benefit payouts): file-and-suspend and filing a restricted application. The SBC team wants to share with you the following piece that explains […]