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Author: Stephen Boatman

Stephen has been investing for over 10 years and has always had a passion for helping others understand money and teaching them how their hard earned assets can be leveraged to meet their financial goals. Stephen has understood how wealth management and financial planning can change lives ever since he was in his teenage years thanks to his parents ensuring he was well versed in the topic. Within this realization, he discovered his purpose: making a positive difference in the lives he is surrounded by and the financial industry he works in.
Giving Back: Cash vs. Stock (Part 2 of 3)
Planning Tips

Giving Back: Cash vs. Stock (Part 2 of 3)

ByStephen Boatman February 24, 2017May 23, 2019

This article is the second in a three-part series on charitable giving. At Smith Partners Wealth Management, we love Giving Back and see it as part of our everyday mission. You can read more about what we have learned and what we value on our “Lessons in Giving Back” page. Would You Rather: When I…

Read More Giving Back: Cash vs. Stock (Part 2 of 3)Continue

Giving Back: Why Give? (Part 1 of 3)
Giving Back

Giving Back: Why Give? (Part 1 of 3)

ByStephen Boatman January 26, 2017November 22, 2017

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…

Read More Giving Back: Why Give? (Part 1 of 3)Continue

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