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The Uncertainty Paradox

Doubt is not a pleasant condition, but certainty is an absurd one. —Voltaire “The market hates uncertainty” has been a common enough saying in recent years, but how logical is it? There are many different aspects to uncertainty, some that … Continue reading >

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He Who Speaks the Loudest

by George Smith Recently the head of the Investment Company Institute (ICI) Paul Schott Stevens was on record saying that the currently delayed Labor Department Fiduciary rule, set to go into effect June 9th,  …”was already causing harm.”  His public … Continue reading >

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All that Glitters Probably is not Gold

by George Smith Every year Forbes puts out a list of the richest four-hundred people in the world.  Included with the rankings are the primary source of each billionaire’s fortune.  The list includes industries such as oil, real estate, technology, … Continue reading >

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One of our Favorite Days of the Year

By George M. Smith This week we held the third annual Smith Bruer Advisors Client Appreciation event. We had a great time relaxing and hanging out with our friends and clients at the Gathering at Madison Social.  While planning, investing, … Continue reading >

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Quarterly Market Review (Q1-2017)

Please see the slides linked below featuring world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international … Continue reading >

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Q4-2016 review and 2016 Annual Review

QMR_Q416

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‘C’ No Evil: The Ruse of C-Share Mutual Funds and the Brokers Who Use Them

by George Smith In a recent review of a prospect’s brokerage statement I made observations that compelled me to provide some insights into the obscure nature and high expenses of C-share mutual funds and the lack of service and disregard … Continue reading >

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What is Fiduciary Advice?

  December 2016 Anyone searching for investment advice is undoubtedly confronted with many choices of service providers operating under titles such as certified financial planner, financial consultant, registered investment advisor, stockbroker, and insurance agent. These titles can be confusing because … Continue reading >

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Quarterly Market Review

Please see the slides linked below featuring quarterly performance of the global equity and fixed income markets. quarterly-market-review-q3-16

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Retirement Plan Scrutiny: Fad or a Trend?

by George Smith In recent years more and more corporations have been sued by their employees over retirement plan mismanagement. The main allegations include excessive fees, kick-backs, revenue sharing and, more broadly, management not embracing its legally mandated fiduciary responsibility. … Continue reading >

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