Insights Archives | Page 9 of 10 | Smith Bruer Advisors

What is Fiduciary Advice?

December 2016 Anyone searching for investment advice is undoubtedly confronted with many choices of service providers operating under titles such as certified financial planner, financial consultant, registered investment advisor, stockbroker, and insurance agent. These titles can be confusing because on the surface it is not clear whether these professionals are legally required to have a

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Retirement Plan Scrutiny: Fad or a Trend?

by George Smith In recent years more and more corporations have been sued by their employees over retirement plan mismanagement. The main allegations include excessive fees, kick-backs, revenue sharing and, more broadly, management not embracing its legally mandated fiduciary responsibility. A significant number of landmark cases have awarded in favor of the employees with amounts

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The Wine Lover’s Guide to Investing

A recent article from Dimensional Fund Advisors by Jim Parker: Savoring a vintage wine is one of life’s great pleasures. But often overlooked in the joy of consumption is the carefully calibrated journey from grape to glass. Similar levels of care are critical to good investment outcomes. A host of variables can determine whether a

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Hard Pass Podcast: “The Biggest Lie on Wall Street”

When you have 10 minutes, listen to this episode of Hard Pass for a straight forward explanation of the Department of Labor’s Fiduciary Rule.  Smith Bruer Advisors will always act in the best interest of our clients, and we are encouraged by the objectives of the rule. The creators of Hard Pass or their guests are not

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Brexit

A response authored by Dimensional Fund Advisors regarding the UK’s vote to leave the EU. -Steve June 24, 2016 UK’s EU Referendum Result On June 23, citizens of the United Kingdom voted to leave the European Union. While there has been much speculation leading up to and since the vote, many of the longer-term implications

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Back Where We Started

by Steve I wanted to quickly post this chart to remind everybody about the start of 2016.  We witnessed the worst 10 trading-day start to the S&P 500 ever.  Ever! Although this chart represents a relatively short amount of time, it is a good example of why we approach investing the way that we do.

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Predictions versus Advice?

by George Smith On a frequent basis we are asked about the predictions of alleged financial market experts, researchers, analysts or those posited in newsletters. As you will see in the article linked below, there’s much to question about these individuals’ legitimacy. At Smith Bruer Advisors we don’t make predictions, we simply believe that markets

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