A Change in Format For as long as we can remember, we have been sending a paper market commentary by mail every quarter to our clients and friends. You probably wouldn’t have guessed it, but we have always felt a bit constrained by a 2 or 3 page paper commentary. How can we highlight what
Month: April 2017
Financial Industry Lost in Translation
Petanque Pétanque is a Bocce-like game that is fun-loving, raucous and peasant-inspired with large doses of heckling the opposing team. This winner-take-all game includes bragging rights and the losing team furnishes Veuve Clicquot champagne. Below I will show you our discovery of this game and how it often relates to financial literacy. Petanque Discovery Through
Giving Back: Donor Advised Fund (Part 3 of 3)
This is the third 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. Why Use a Donor