There seem to be a million things I love about summer weekends at the lake: the warm breezes, dogs swimming off the dock, grandkids swimming, skiing and jumping from the top. We soak up sunrises and sunsets like they are the first we’ve ever seen. But then we begin to notice the leaves of the Yellow
Author: Anne Smith
Anne joined Smith Partners Wealth Management in 1988 just to help out with whatever the company needed but predictably, soon she became interested in our clients and how she could be part of the team to help them. Anne works with clients from the earliest interview stages through their financial lifetime – listening, probing, asking the hard questions, seeking the root causes of problems, and solving a wide range of financial challenges.
Equifax Security Breach & Preventing Identity Theft
Is your name really John Smith? The remarks about our names started early: “Jon and Anne Smith…are you kids using your real names? I’m gonna’ need some IDs.” This was the welcome we received 46 years ago from the desk clerk at the Holiday Inn, even though our getaway car had tin cans trailing and
Keeping Track of Surprise Joys
May 10th - "Received 'Happy Birth Month' wishes out at dinner with friends" May 11th - "Got up early just to see the sunrise. Beautiful!" May 12th - "Saw a young Eurasian Eagle Owl in person! Still fluffy!" Some of our best friends surprised Jonathan and me with an invitation to join their family on