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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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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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Colorado Springs, CO 80920
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