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De-Gapping Retirement

By Steve Hiraga I recently attended the industry-leading EXCEL 401(k) conference with Rene in Las Vegas.  We were able to spend time attending sessions, meeting with other retirement plan advisors, speaking with retirement plan vendors, and discussing with each other … Continue reading >

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2018 Third Quarter Market Review

Featuring world capital market performance through a global overview as well as domestic and international returns of stocks and bonds, this report gives a complete timeline of the past quarter’s events. Additionally, the report offers insights into the impacts of … Continue reading >

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The ABCs of Education Investing

This article from Dimensional explains that to reduce the expected costs of college expenses, parents can invest in assets that are expected to grow their savings at a rate of return that outpaces inflation. By doing this, college expenses may … Continue reading >

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In Service to Country

By Rene Bruer   When I heard that Senator John McCain died his legacy immediately shaped itself in my mind. The first words that came to mind were country, service, sacrifice, compassion and straight shooter. The words that describe a … Continue reading >

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Five Financial Lessons We Can All Learn from The Bachelorette

By Katie Brooks Financial education can be found in unlikely places. While personal finance may not be your first thought while watching The Bachelorette, there are some good lessons from Becca’s last season: 1. Don’t Trust an Overzealous Racecar Driver … Continue reading >

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The Tao of Wealth Management

Jim Parker, the vice president of Dimensional Fund Advisor Australia, reflects on how the path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors … Continue reading >

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2018 2nd Quarter Market Review

Featuring world capital market performance through a global overview as well as domestic and international returns of stocks and bonds, this report gives a complete timeline of the past quarter’s events. Additionally, the report offers insights into the impacts of … Continue reading >

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No Pun Intern-ed

As most of you may know, Smith Bruer Advisors has two new team members. We are excited to have Hannah and Katie on board and they look forward to meeting and getting to know as many of our clients as … Continue reading >

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Advice Versus Sales: The Wealth Management Difference

By George M. Smith In the 2018 edition of Vanguard’s whitepaper, The Evolution of Vanguard Advisor’s Alpha: From Portfolios to People, the writers state that “…investors are more interested than ever in knowing whose interests their advisor is working for, … Continue reading >

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Do Your Homework When Looking for Professionals

By George M. Smith In just the last few weeks I have read several articles about individuals who were barred from the financial services industry and were caught, again, “doing business” when they shouldn’t be. The fraud they perpetrated injured … Continue reading >

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