Client Login
When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally. Why Should You Diversify_
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
Simply complete our contact form or contact us via phone or email.
(850) 877-0803
info@smithbrueradvisors.com
Please note that we have an account minimum requirement of $500,000.
1700 Summit Lake Drive, Suite 102
Tallahassee FL 32317
Ph: (850) 877-0803
F: (850) 298-8662
info@smithbrueradvisors.com
© 2018 Smith Bruer Advisors
All Rights Reserved
Follow Us
Proud Members
