Maybe it’s OK to use “tax deduction” and “tax credit” interchangeably in casual conversation, providing you’re not talking to an IRS agent. There’s an immense difference between these tax bill reducers, and if you haven’t already retained someone who knows the difference, now – now! – is the time to find one. Deductions We usually […]
We’re excited to share that Smith Anglin Financial has once again been recognized as one of InvestmentNews’ Best Places to Work for Financial Advisors! Earning this distinction for the 7th consecutive year is a true honor, reaffirming our commitment to fostering an environment where advisors can thrive and do their best work. This award highlights […]
In President Trump’s first weeks back in office, he has made it clear that he will call out longstanding friends and foes without distinction if they don’t comply with his administration’s demands. He risks – practically invites – a trade war with China, a traditional economic rival. But he’s also going toe-to-toe with Mexico and […]
We’re about to tell you everything you need to know about filing your 2024 taxes. We want you to absorb it all, take it to heart, act on it, then promptly forget it because 2025 could be completely different with tax changes. This is the part you need to read Here are the items that […]
Stock prices were likely to rise in November no matter who won the U.S. election because, whatever the outcome, a lot of uncertainty would be gone. That said, the resounding Republican victory – carrying both chambers of Congress as well as the White House – suggests that a business-friendly climate at both ends of Pennsylvania […]
We’re starting from the premise that you want your kids to go to college. The long-overdue national debate about how useful a bachelor’s degree is has finally begun, and we welcome it. This debate also addresses how the celebration of that degree crowds out opportunities for people with do-skills rather than sit-skills and, of course, […]
We’re not big into conspiracy theories, but we don’t dismiss them out of hand either. We don’t believe 9/11 was an inside job, for example, but we definitely believe Jeffrey Epstein knew too much. The evidence supporting either of these claims doesn’t rise to any true standard of proof, but that doesn’t mean they’re wrong. […]
Once again, Forbes Magazine has recognized Smith Anglin Financial as one of America’s Top Registered Investment Advisory (RIA) Firms for 2024. We are thrilled to receive this honor for a second year in a row as we know it places us among an elite group of wealth management firms in the United States. With over […]
You might believe that venture capital is a game for the coastal elites. We’re here to tell you: You’re right. We didn’t keep an accurate count, but clearly 95% of the firms that fund early-stage businesses are in the Bay Area, Greater New York, or elsewhere along Interstates 5 or 95. But we’ve been wondering: […]
You probably noticed that, over the past two months, the S&P 500 index went up by somewhere around 12%. So, it’s probably a good time to rebalance. But which way? If you want to lock in your gains, then you might want to switch to fixed-income instruments. If, however, you want to take advantage of […]
