Insights Archives | Page 3 of 10 | Smith Bruer Advisors

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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How to Pick the Right Financial Advisor

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

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2018 Fourth 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 globally diversified portfolios and a discussion on the quarterly topic: “Why Should You Diversify”. 4th

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Help for Heroes

Many veterans are unaware of the perks they are eligible for as members of the military. As featured in Financial Advisor Magazine, René Bruer explains how to navigate the world of VA benefits.

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Why Should You Diversify

When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally. Why Should You Diversify_

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