Insights Archives | Page 5 of 10 | Smith Bruer Advisors

Advice Versus Sales: The Wealth Management Difference

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

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Do Your Homework When Looking for Professionals

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

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2018 1st Quarter Market Commentary

We would like to share with you the Smith Bruer Advisors 1st Quarter 2018 Market Commentary. This commentary gives valuable insight into market performance to include equities, bonds, and commodities both in the U.S. and internationally. There’s also a relative discussion about charting your way through the markets by having a financial plan. SBA Quarterly

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Are Today’s Do It Yourself Investors Pioneers?

By Rene Bruer I’ve always admired the pioneering and enterprising American spirit. Consider the original pioneers who risked injury and death by leaving Independence, Missouri, and heading west on the Oregon Trail in 1841. This group of brave families took on a grueling journey in the hope of a better life but the mountain paths

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Warning: Don’t Let Your Past Derail Your Future

By George M. Smith If the market volatility of 2018 has gotten your attention, you are not alone.  What we are experiencing is historically normal, but for many it doesn’t feel that way. For many investors, times like these may generate memories of past personal market experiences or others’ stories – some positive, but probably

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Tallahassee Ranks Poorly in Managing Money

By George M. Smith Rene Bruer, Co-CEO of Smith Bruer Advisors, was recently featured in an article by WalletHub titled “2018’s Best & Worst Cities at Money Management.” The focus of the article was a survey that scored 2,572 US cities on a 0 to 100 scale using data from TransUnion and Renwood RealtyTrac (as

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A Few Thoughts from the 2018 TD Ameritrade LINC Conference

by George M. Smith The Smith Bruer Advisors team recently attended the 2018 TD Ameritrade LINC conference in Orlando.  It was wonderful event that lives up to the meaning of the conference theme – Learn, Inspire, Network and Collaborate.  There are three event-packed days full of opportunities to hear from industry leaders, learn about industry

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