This is the first in a three part series on charitable giving. At Smith Partners Wealth Management, we love Giving Back and see it as part of our every day mission. You can read more about what we have learned and what we value on our “Lessons in Giving Back” page. The Gift of Giving
Month: January 2017
Dow 20,000 – Irrelevantly Monumental
There are two equally true sides to this story: 1) it’s irrelevant and 2) it’s monumental. It’s irrelevant Bruce Almighty If we had all been born with 7 fingers and 7 toes we would have celebrated when the Dow broke 14,000 (first in 1999, then again in 2006 and, like your friend who has celebrated
Market Commentary Q4 – 2016
“Look at me, look at me, I am the Captain Now!” On Election Eve, pollsters predicted Donald Trump’s probabilities of winning at around 12%. By Election night, the world experienced a low probability, high impact event. As Mr. Trump neared 270 Electoral College votes, investors flew to safety: bond prices soared, the dollar sank, and
Giving Back: Chuck Feeny, The James Bond of Philanthropy
“You can only wear one pair of pants at a time” – Chuck Feeny The New York Times has a great profile of Charles F. Feeny, an intentionally unknown name in the world of philanthropy who is living his motto of “Giving While Living”. What makes him so rare? For someone who has given away
Our New Name
Nothing has changed except our logo... ...and the letterhead, business cards, and of course the new website. After nearly 30 years as Jonathan Smith & Co. Investment Counsel we have changed our name to Smith Partners Wealth Management. When I founded Jonathan Smith & Co., it was just that: me, breaking free from the commission-driven