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
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
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
When advice is filtered through parents’ goals, “there’s going to be a disconnect.” Our very own Co-Chief Executive Officer and Financial Advisor, René Bruer, explains how every person needs to take their finances into their own hands.
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
by Steve Hiraga West Virginia teachers recently ended a 9-day strike in exchange for a 5% pay raise. Average salary of those teachers was $45,622 in 2016, ranked 48th in the US. Based on those rankings they would now pass Kansas to take over the 42nd spot. Did they miss an opportunity to hold out
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
Q & A with Co-Chief Executive Officer and Financial Advisor, René Bruer, on money management and financial skills development.
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