Do you really need annuities in your retirement portfolio? Very likely you don’t. To start with, your monthly Social Security check is an annuity and, if you’re reading this, you probably have a financial advisor telling you how important it is to diversify your income streams. If you’ve got the low risk/low reward corner covered, […]
2023 Mid-Year Market Recap Written by: The Investment Committee From a West Coast regional banking crisis to the recession that never came, a tech rally fueled in part by an AI frenzy, and a better-than-anticipated Q1 earnings season. Going into Q1, some of the most notable Wall Street picks included energy, financials, industrials, and other […]
If you’re concerned that you’re not only going to still be alive after all your saved money has been spent, but that you’re going to still be alive after your mental faculties have seriously declined, this is for you. We really ought to talk about annuities. And we promise – this is an annuity guide, […]
Investing in your child’s future education is an important financial goal for many parents. Two popular options for saving for higher education are the 529 plan and the UTMA plan. While both of these investment vehicles can be used to save for your child’s education, they have distinct differences. In this blog, we will discuss […]
Serving as a Financial Advisor or Wealth Manager for an individual or family requires more than just knowledge and understanding of investment management. At Smith Anglin, we take our advisory role as a fiduciary very seriously and feel it is important to not only grow and preserve a client’s wealth but to do all we […]
Smith Anglin Financial has been recognized as a 2023 Best Places to Work for Financial Advisers as recently announced by InvestmentNews. There’s a saying that goes: “Choose a job you love, and you will never have to work a day in your life.” Some might say that is unrealistic – maybe taking it too far – […]
According to Visual Capitalist’s analysis, $1 million would fund a retirement that lasts almost 35 years in the Midwest, compared with less than 18 years in the West. Let’s bear in mind that we’re talking about urban areas – clearly, you could live cheaper in the shrublands of western New Mexico than on Wacker Drive […]
It’s hard to stay calm when headlines like “Russia invades Ukraine!” appear everywhere you look. And matters are made worse when you’re reminded that the reckless aggressor in the conflict is a nuclear power which is just a short series of missteps away from leading to World War 3. Honestly, if global nuclear war is […]
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 a burden to your own children, but it was only a remote possibility. Life expectancy was shorter, and […]
You’ve no doubt heard inspiring stories about people who ran huge companies and amassed great wealth during their working years but are remembered today for how much of it they gave away. From Andrew Carnegie to Bill Gates, it has been a common theme. Maybe you’re not in a position to have a concert hall […]
