The Smith Anglin Blog

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 […]

Remember when George W. Bush enacted the Troubled Asset Relief Program, handing the banks $475 billion to paper over their bad debts – and how shocked you were that taxpayers were expected to bail out Wall Street? Remember just a few months later when Congress gave Barack Obama his American Recovery and Reinvestment Act, and […]

With the spread of Covid-19 dominating the headlines, health is understandably on people’s minds. So, we’ve decided to make this a wellness-themed newsletter. We recently gave an overview of the streaming media industry. Now we’ll examine another industry that seems to have popped up seemingly overnight: exercise equipment. Sure, there were always weight machines, and […]

We’ve spoken a lot in this space about IRAs: traditional IRAs, Roth IRAs, backdoor IRAs and so on. And we’ve always presented these vehicles as fairly conventional, plain-vanilla places to save for your golden years. After all, IRA stands for individual retirement arrangement. Or does it? There are any number of ways you can take […]

We’ve spoken a lot in this space about IRAs: traditional IRAs, Roth IRAs, backdoor IRAs and so on. And we’ve always presented these vehicles as fairly conventional, plain-vanilla places to save for your golden years. After all, IRA stands for individual retirement arrangement. Or does it? There are any number of ways you can take […]

The second substantive financial legislation of Donald Trump’s presidency is now law. The SECURE Act – named the Setting Every Community Up for Retirement Enhancement Act by someone who needed to put the acronym cart before the nomenclature horse – was signed by the president in December 2019. As you recall, Mr. Trump’s signature accomplishment […]

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