By René Bruer “Y’all ain’t from around here” is a colloquialism you hear in the South when you first move here. After leaving the Marine Corps in 2001, my wife Beth and I moved to Tallahassee from California. The California license plates, lack of southern accents, and a still-developing taste for barbeque combined with an
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Congrats to our own Steve Hiraga
We are proud to announce that Smith Bruer Advisors’ very own Steve Hiraga was recently recognized as the Coach of the Year for Special Olympics Florida – Leon County at the organization’s annual awards gala. Steve has volunteered as an assistant golf coach since 2010 and took on the role of Head Golf Coach in
When Rates Go Up, Do Stocks Go Down?
June 27, 2017 Should stock investors worry about changes in interest rates? Research shows that, like stock prices, changes in interest rates and bond prices are largely unpredictable.[1] It follows that an investment strategy based upon attempting to exploit these sorts of changes isn’t likely to be a fruitful endeavor. Despite the unpredictable nature of
Don’t Bite on Fake News
By George Smith We have heard much about fake news over the last year – as if it was a brand new concept. In fact, I am confident that “creative agenda-based story telling” has been around much longer than twelve months. It’s just been called something different like half-truths, embellishment, or overstating to make a
The Uncertainty Paradox
Doubt is not a pleasant condition, but certainty is an absurd one. —Voltaire “The market hates uncertainty” has been a common enough saying in recent years, but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. Uncertainty is an unchangeable condition of existence. As
He Who Speaks the Loudest
by George Smith Recently the head of the Investment Company Institute (ICI) Paul Schott Stevens was on record saying that the currently delayed Labor Department Fiduciary rule, set to go into effect June 9th, …”was already causing harm.” His public argument is that hundreds of thousands of small accounts have been “orphaned” and that the
All that Glitters Probably is not Gold
by George Smith Every year Forbes puts out a list of the richest four-hundred people in the world. Included with the rankings are the primary source of each billionaire’s fortune. The list includes industries such as oil, real estate, technology, finance, retail and so on. For 2016 the top 5 on the list are Bill
One of our Favorite Days of the Year
By George M. Smith This week we held the third annual Smith Bruer Advisors Client Appreciation event. We had a great time relaxing and hanging out with our friends and clients at the Gathering at Madison Social. While planning, investing, educating and advising is what we get paid to do, simply being with our clients
Quarterly Market Review (Q1-2017)
Please see the slides linked below featuring world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.
How to Evaluate and Renovate Your Medical Practice’s 401(k) Plan
Click the link below to read Rene’s article recently featured in The Florida Medical Association’s member newsletter. Keep in mind that although the article is addressing medical practices, the concepts addressed apply to all employers who offer a 401(k) benefit. FMA News
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