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
Weston Wellington sheds light on the facts surrounding 2017’s market performance, especially when it comes to comparing active managers versus disciplined investors. Spoiler alert, disciplined investors prevail. Down to the Wire- Nine Experts_ Four Surprises_ and One Million Dollar Bet (US_ FA)
Happy New Year! Take a look at the slides linked below featuring capital market performance and historical timelines of financial events for Q4 2017. The report also features a discussion called “To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?” SBA DFA Quarterly Market Review (QMR) – Q4 2017
René Bruer discusses how the military is requiring mandatory financial education training on bases and online.
by George M. Smith Leading up to the new tax legislation that came out last year, many felt the need to speculate about what it would mean for them. Some even went to the point of worrying about it. I suspect that many of the “worriers” will find they will fare just fine. Ultimately, like
Did you know? Our Co-Chief Executive Officer and Financial Advisor, René Bruer, is a former Marine. Read his inspiring story about how he persevered and took lessons learned to help his clients financially.
by Jim Parker VP, Dimensional Fund Advisors The financial media is drawn to catchphrases, acronyms, and buzzwords that can be sold as the new thing. FAANG (Facebook, Apple, Amazon, Netflix, and Google) is the latest of these. But does this constitute an investment strategy? For journalists, commentators, and marketers, acronyms like FAANG are useful. They
by George M. Smith Every day we are hearing more about cryptocurrencies and the growing popularity. Two days ago Bitcoin, the most popular cryptocurrency, hit an all-time high price of $10,000. For 2017 that reflects about a 900% increase, a lot in a short time frame. There is no doubt that early investors have seen
Take a look at the slides linked below featuring capital market performance and historical timelines of financial events for Q3 2017. The report also features a discussion called “Quit Monkeying Around” on the importance of asset diversification and the folly of active asset management. SBA DFA 3rd Quarter 2017 Market Commentary
by George M. Smith One great thing about America that we see over and over again is the comradery, community and self-sacrifice during and after disasters and traumatizing situations. Just this year alone we’ve seen this played out countless times during hurricanes Harvey and Irma, the Las Vegas shooting, and the California fires. From these