Chad Smith

Here are what we think the Top 10 Economic Stories of the year have been. #finance investing #investor #realestate #crypto

The behavioral and emotional side of financial planning takes precedence when planning for our future. #finance #retirement #planning

We all have those milestones in life that we enjoy reflecting on or looking forward to. Graduations, weddings, and births of children.

While this checklist provides a starting point for thinking through some of the critical components of divorce, every situation is unique. 

With the turbocharged real estate market, buying a house is not as easy as it once was. #housing #realestate #investing #investor

My advice to investors who are looking at getting into rental real estate for the first time is to treat the venture as a business and not a hobby.

When seeking the help of a financial advisor, you may be seeking assistance in one of several areas. #financialadvisor #advice

When meeting with new clients dealing with an inheritance, it is critical to address how the accounts should be transitioned to the new owners

Do you ever wonder about what hidden financial mistakes you are missing? #finance #financialadvisors #investing #investor

Explore what happened with this most recent mania, and describe the why behind how we can become enamored with this type of approach.

If you’re looking to get off on the right foot in 2021, print out this checklist and run through it to find improvements you can make now.

With the rapid rise in growth over the last 10 years, are value stocks still worth it. #stockmarket #valuestocks #investing #stocks

We’ve compiled a list of several important topics and strategies to consider prior to December 31st. #taxes #2020 #planning

Estate planning is one of the most overlooked and procrastinated upon areas of financial planning. #estateplanning #legacy #planning

Where in our finances may we need to adapt this concept in order to stay on the path to achieve our goals? #finance #planning #success

Every 4 years this question surfaces and investors try to predict which candidate will be better for the economy and stock market.

Having good credit habits early on will help you to not only grow your credit but maintain it as you work towards your financial goals over time

Having an investment plan could be the difference between a successful retirement and an uncertain one. #investing #financialdvisor

The CARES Act, passed in response to the Coronavirus Pandemic, brought with it numerous financial planning opportunities. #giving

The earlier you start setting the groundwork for a financially secure life, the easier it can be to stick to the good habits. #finance #savings

Wealth isn’t determined by investments selected but by investor behavior. #wealthmanagement #investing #wealth #money #success

Now that my kids are eleven and thirteen there are some financial concepts I want them to practice. #finance #learning #invest

More than 40 million individuals or about 10% of total American population are living with a disability according to the US Census.

Referencing these previous events in American history can offer us both the perspective to continue our investment journey and the confidence to persevere.

What are the benefits of working with a Financial Advisor during a Stock Market Decline? #stockmarket #financialadvisors #planning

There are actions you can take during a bear market that will improve your long-term financial situation.  One of these is tax loss harvesting.

US Treasury and Internal Revenue Service have issued guidance on the filing of 2019 tax returns and have begun to provide a guide for 2020.

How Do You Invest at All-Time High Prices?

Managing the Risk of Longevity