The Smith Anglin Blog

Author: Steve Anglin

The cost of income tax is a crucial part of overall wealth management and our team at Smith Anglin works diligently to mitigate or lesson the tax cost of both retirement and investment income. We have a dedicated team of CPAs that work alongside our wealth advisors to make sure you are not only meeting […]

DALLAS—February 7, 2022—Smith Anglin Financial has been recognized as a 2022 Best Places to Work for Financial Advisers as announced by InvestmentNews today. Smith Anglin Financial was chosen as one of this year’s top 75 firms based on employer and employee surveys delving into everything from company culture, benefits, career paths, and more. “It’s a […]

It may be true that nothing is certain except death and taxes, but at least one of those predicaments can be mitigated. Proper tax planning may reduce investment taxes as much as 40%, a savings that could open the door to financial independence. Unfortunately, that crucial aspect of overall wealth management is often overlooked, especially […]

DALLAS—March 1, 2021—Smith Anglin Financial has been recognized as a 2021 Best Places to Work for Financial Advisers as announced by InvestmentNews today. Smith Anglin Financial was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. “Working in a firm […]

Donald Trump won the White House by the narrowest of margins, and it looks like he lost it the same way. Meantime, the Republicans apparently kept control of the Senate and even eroded the Democrats’ majority in the House of Representatives.  Election market response  Wall Street apparently got everything it most wanted.  The most important thing on Wall Street’s wish list is that it is over. No […]

DALLAS—April 27, 2020—Smith Anglin Financial has been recognized as a 2020 Best Places to Work for Financial Advisers as announced by InvestmentNews today. Smith Anglin Financial was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths, and more. “It’s pretty amazing to […]

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