Author Archives

  • Did he say, ‘Bill Back Better?

    Months into the budget battle – we used to say “budget process” – America is still waiting for answers about how government spending will affect their daily lives. The less partisan – we used to say “bi-partisan” – $1.2 trillion hard infrastructure plan has now been signed into law. But then there’s the reconciliation bill […]

  • The “Sandwich Generation” Needs Bread

    If you are at or approaching retirement age, today you live in a different reality than the one you were born into. When you came into this world, there was a fear that someday you could become burden to your own children, but it was only a remote possibility. Life expectancy was shorter, and thus […]

  • tax planning

    Tax Planning Can Save You a Bundle

    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 […]

  • Smith Anglin Financial Named a 2021 Best Places to Work for Financial Advisers by InvestmentNews

    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 […]

  • election white house

    Election 2020: Market Response and What Happens Next

    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 […]

  • Smith Anglin Financial Named to 2020 Financial Times 300 Top Registered Investment Advisers in US

    Dallas – July 30, 2020 – Smith Anglin Financial, LLC is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. […]

  • The Smith Anglin Office has Fully Re-Opened

    We hope this finds you well. We’ve appreciated your patience over the last few months as we operated to a large extent remotely to ensure the safety of our staff and firm clients and in compliance with local orders and guidelines. Public health protocols and guidelines are becoming less restrictive in Dallas, so now our […]

  • Smith Anglin Financial Named a 2020 Best Places to Work for Financial Advisors by InvestmentNews

    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 […]

  • How much would a Warren administration tax you?

    We’re going to discuss, rationally and without political vitriol, the shortcomings and virtues of the wealth tax proposed by presidential candidate Sen. Elizabeth Warren (D-Mass.). This critical evaluation will be rooted in what Warren’s campaign website calls the “Ultra-Millionaire Tax.” Our assessment is not favorable, but unlike many who denigrate the plan, we actually read […]