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Why You Need a ‘Business Plan’ for Your Family

When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are, most parents have never once thought about creating a similar type of plan for their most important asset: … Continue reading >

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Timing Isn’t Everything

Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbecues or other social gatherings. A neighbor or relative might ask about which investments are good at the moment. The … Continue reading >

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Estate Planning: Don’t Forget Your Pet!

If you are part of the 68 percent of U.S. households that own a pet , you probably think of it as a true member of the family—one you love and cherish. But what would happen to that cherished family … Continue reading >

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How to Pick the Right Financial Advisor

By Rene Bruer If you’re in the market for a financial advisor, one of the biggest questions you may have asked yourself is “how do I find the right person?” Think about what brought you to this point; a life … Continue reading >

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De-Gapping Retirement

By Steve Hiraga I recently attended the industry-leading EXCEL 401(k) conference with Rene in Las Vegas.  We were able to spend time attending sessions, meeting with other retirement plan advisors, speaking with retirement plan vendors, and discussing with each other … Continue reading >

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In Service to Country

By Rene Bruer   When I heard that Senator John McCain died his legacy immediately shaped itself in my mind. The first words that came to mind were country, service, sacrifice, compassion and straight shooter. The words that describe a … Continue reading >

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Five Financial Lessons We Can All Learn from The Bachelorette

By Katie Brooks Financial education can be found in unlikely places. While personal finance may not be your first thought while watching The Bachelorette, there are some good lessons from Becca’s last season: 1. Don’t Trust an Overzealous Racecar Driver … Continue reading >

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No Pun Intern-ed

As most of you may know, Smith Bruer Advisors has two new team members. We are excited to have Hannah and Katie on board and they look forward to meeting and getting to know as many of our clients as … Continue reading >

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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, … Continue reading >

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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 … Continue reading >

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