Insights from Smith Anglin

  • 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 ESG might sound like something that appeals strictly to yoga instructors and vegan coffeehouse staff, but that is an outdated view.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, […]

  • Personnel is policy

    It can be presumed at this point that on January 20, 2021, Joe Biden will be in office. Elections, no matter how well-executed and no matter how flawed, come to a conclusion at some point. The winner gets to pick the people who will execute the agenda. It is these appointments that, more than anything […]

  • 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 […]

  • funding college

    Planning for College? Here are 7 Ideas to Fund Higher Education

    Every year, parents paying for their children’s college education ask, “Is this really worth the money?” And every year, the answer becomes less of a full-throated “Yes! Absolutely! A college education is worth every penny, and then some!” By the end of the last academic year, the answer was more likely to be “Yeah. Maybe.” […]