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
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.
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
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
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.
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
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:
Financial advisors from around the country including our own, René Bruer, have served in the military. Take a look at their stories.
By George M. Smith In the 2018 edition of Vanguard’s whitepaper, The Evolution of Vanguard Advisor’s Alpha: From Portfolios to People, the writers state that “…investors are more interested than ever in knowing whose interests their advisor is working for, as well as how their advisor is paid for services.” This quote is relevant in
By George M. Smith In just the last few weeks I have read several articles about individuals who were barred from the financial services industry and were caught, again, “doing business” when they shouldn’t be. The fraud they perpetrated injured many, but this damage could have been prevented by taking just a few minutes to