Insights from Smith Anglin

  • When tax season is harvest season

    Many of us are, as of this writing, furiously rushing to finish up our tax filings and swearing on all we hold sacred that next year we’re going to get an earlier start. If that describes you, then just dialing down your anxiety level would be reward enough. But if you start early enough – […]

  • Don’t Bet Against the House

    You’ve heard it a thousand times: “Buy real estate. They’re not making it anymore.” And it is good advice even if it’s as hackneyed as that other line you’re likely to hear in the same exchange: “Location, location, location!” But what kind of real estate? The two broad classifications – commercial and residential – have […]

  • The Maximum Hype about Minimum Wage

    There’s a debate raging about the minimum wage. And, more often than not, it’s an internal debate people are having inside their own brains. On the one hemisphere, it’s a great idea. The minimum wage hasn’t been increased in a decade and, although inflation has been low, it’s not zero, and the prices of necessities, […]

  • inflation

    Threat of inflation, or inflated threat?

    The federal government spent $4.8 trillion in 2019. That’s $150,880 per second, but it gets worse. In the plague year of 2020, it spent $6.8 trillion, which comes to … oh, who cares? It’s a lot and it’s bound to be even higher this year, especially with at least another round or two of pandemic […]

  • 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 […]

  • Socially Responsible Investing: Investing Well by Investing Good

    Over the past two or three years, many investors have focused more on companies’ performance in terms of a new set of standards, those of the Environmental, Social, and Governance movement. ESG might sound like something that appeals strictly to yoga instructors and vegan coffeehouse staff, but that is an outdated view. Sustainability – a […]

  • Learn About Smith Anglin’s Fiduciary Duty

    What is a fiduciary? If you have ever considered using a financial adviser, chances are you may have heard this term and wondered exactly what it means and why it’s important when choosing an investment adviser. Watch our short video to find out more. A fiduciary is a person or organization that acts on behalf of another […]

  • Relief Bill: $600 Checks and $15 Billion for Airlines

    The package that Congress passed on December 21, 2020 – seems like only 50 years ago – is not technically a stimulus bill. It is an appropriations omnibus to fund the government for the coming year and, tucked between allocating money for public housing and making it a federal crime to give racehorses steroids (seriously, […]