Insights Archives | Page 4 of 10 | Smith Bruer Advisors

De-Gapping Retirement

By Steve Hiraga I recently attended the industry-leading EXCEL 401(k) conference with Rene in Las Vegas.  We were able to spend time attending sessions, meeting with other retirement plan advisors, speaking with retirement plan vendors, and discussing with each other how we can expand and improve our clients’ retirement plan experience.  Here are some of

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2018 Third 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 total cost of fund ownership. Third Quarter

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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 lot of politicians such as partisan hard-liner, hack, or opportunist did not even enter my brain.

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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: Don’t Trust an Overzealous Racecar Driver If someone is trying to sell you too hard, run. In case you are not a

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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 who adopt this approach to managing their wealth, that can be turned upside down.The Tao

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Countdown to Retirement: A Five Year Plan

Retirement raises a lot of questions and concerns for many folks. How much money do I need? When should I start saving? As featured in the New York Times, René Bruer eases your concerns and answers these questions.

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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 globally diversified portfolios and a discussion on investment philosophy, “E+R=O, a Formula for Success”.Q2-Market-Review-SBA.pdf

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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 possible during their internships. We would like to take this opportunity to introduce them. Name:

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