Insights Archives | Page 2 of 10 | Smith Bruer Advisors

Third Quarter 2019 Market Review

This report features 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 markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. This quarter

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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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Timing Isn’t Everything

Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbecues or other social gatherings. A neighbor or relative might ask about which investments are good at the moment. The lure of getting in at the right time or avoiding the next downturn may tempt

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2019 Second Quarter Market Review

This report features 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 markets.The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. This quarter’s topic

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2019 First 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 investment fads and their lasting effects on portfolios. Quarterly Market Review- Q1 2019

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Financial Planning Tips for Physicians

Highlighting the fee-only fiduciary difference, using comprehensive planning, and investing with evidence-based options, this whitepaper discusses crucial financial planning tips specifically for physicians and other medical professionals. Financial Planning for Physicians

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