By George M. Smith, CIMA® Finding a qualified financial advisor is a big decision. Using the word qualified may seem obvious, but just because someone holds themselves out to be an advisor doesn’t guarantee that they are equipped to meet your financial needs. When looking for a qualified financial advisor, I believe that you should
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5 Things to Know About Pooled Employer Plans
With the passing of 2020’s SECURE Act came the birth of the Pooled Employer Plan (PEP) and some significant relief to employers who either currently offer the employees a 401(k) or have been thinking about starting one. Here are 5 things to know about PEPs and why they might be right for your business. A
How to Pick the Right Financial Advisor in 2021
By Rene Bruer If you’re in the market for a financial advisor, one of the biggest questions you may have asked yourself is “how do I find the right person?” Think about what brought you to this point; a life change, a complicated financial situation, receiving a financial windfall, retirement, starting a new job with
Stress Test Your Financial Plan in 2021
Stress Testing Your Financial Plan In the current environment of COVID-19, it is understandable if you are questioning the stability of your financial plan, provided that you have one. Reviewing your life circumstances is appropriate in good and bad times, and employing a Financial Stress Test should be a part of your overall approach. This
2021 Guide to 401(k) and Pooled Employer Plans
By Steven Hiraga A Bit of Retirement Plan History The 401(k) retirement plan, introduced in the Revenue Act of 1978, is still a relatively new workplace benefit. For example, employee-provided health insurance goes back to the early 1940s in response to concerns of inflation as the US started coming out of WWII. Going back even
2021 Fee-Only, Fiduciary: Y’All Ain’t From Around Here
By René Bruer “Y’all ain’t from around here” is a colloquialism you hear in the South when you first move here. After leaving the Marine Corps in 2001, my wife Beth and I moved to Tallahassee from California. The California license plates, lack of southern accents, and a still-developing taste for barbeque combined with an
Our Co-CEO, Rene Bruer, talks with Ron Lieber from the New York Times.
It’s Election Day! Our Co-CEO, Rene Bruer, talks with Ron Lieber from the New York Times about what investors should consider during elections and how politics play into financial planning.
Smith Bruer Advisors Named in Financial Advisor Magazine’s 2020 RIA Rankings
Smith Bruer Advisors is proud to announce that we been featured in Financial Advisor Magazine’s 2020 RIA Rankings.
Risky Benefits Podcast
Steve Hiraga, CFP, Chief Compliance Officer and Financial Advisor at Smith Bruer Advisors, was a recent guest on FBMC’s Risky Benefit’s podcast hosted by Rick Ferris. Steve and Rick discuss a variety of topics related to retirement planning and managing your 401k.
Financial Advisor, Wealth Advisor, Investment Advisor: What’s the Difference?
Once you’ve decided it’s time to get some professional financial help, you may be asking yourself: “Which type of financial professional is best for me?” From a financial advisor to an investment advisor to a wealth advisor, it’s helpful to know the differences between each category of financial experts before committing to a long-term engagement.
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