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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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2018 1st Quarter Market Commentary

We would like to share with you the Smith Bruer Advisors 1st Quarter 2018 Market Commentary. This commentary gives valuable insight into market performance to include equities, bonds, and commodities both in the U.S. and internationally. There’s also a relative … Continue reading >

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Are Today’s Do It Yourself Investors Pioneers?

By Rene Bruer I’ve always admired the pioneering and enterprising American spirit. Consider the original pioneers who risked injury and death by leaving Independence, Missouri, and heading west on the Oregon Trail in 1841. This group of brave families took … Continue reading >

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Warning: Don’t Let Your Past Derail Your Future

By George M. Smith If the market volatility of 2018 has gotten your attention, you are not alone.  What we are experiencing is historically normal, but for many it doesn’t feel that way. For many investors, times like these may … Continue reading >

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How West Virginia Teachers Missed an Opportunity to Save More for Retirement

by Steve Hiraga West Virginia teachers recently ended a 9-day strike in exchange for a 5% pay raise.  Average salary of those teachers was $45,622 in 2016, ranked 48th in the US.  Based on those rankings they would now pass … Continue reading >

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Tallahassee Ranks Poorly in Managing Money

By George M. Smith Rene Bruer, Co-CEO of Smith Bruer Advisors, was recently featured in an article by WalletHub titled “2018’s Best & Worst Cities at Money Management.” The focus of the article was a survey that scored 2,572 US … Continue reading >

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A Few Thoughts from the 2018 TD Ameritrade LINC Conference

by George M. Smith The Smith Bruer Advisors team recently attended the 2018 TD Ameritrade LINC conference in Orlando.  It was wonderful event that lives up to the meaning of the conference theme – Learn, Inspire, Network and Collaborate.  There … Continue reading >

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Down to the Wire – A 2017 Market Recap by Weston Wellington

Weston Wellington sheds light on the facts surrounding 2017’s market performance, especially when it comes to comparing active managers versus disciplined investors. Spoiler alert, disciplined investors prevail. Down to the Wire- Nine Experts_ Four Surprises_ and One Million Dollar Bet (US_ FA)

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QUARTERLY MARKET REPORT- Q4 2017

Happy New Year! Take a look at the slides linked below featuring capital market performance and historical timelines of financial events for Q4 2017. The report also features a discussion called “To Bit or Not to Bit: What Should Investors … Continue reading >

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What Impact Will the New Tax Law Have for You?

by George M. Smith Leading up to the new tax legislation that came out last year, many felt the need to speculate about what it would mean for them. Some even went to the point of worrying about it. I … Continue reading >

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