So much over the last year has felt like it belonged in a movie rather than real life. From COVID to the election, from social unrest to working and schooling from home.
Much like the buffet lines, the financial media served up a lot of “food” this year, not all of it of substance. In an effort to cut through to what is most important and what we need to pay attention to going forward
Much of Biden’s tax plan focuses on raising taxes for high earners, corporations, and capital gains.
COVID-19 Still Hits Hard “What a year this week has been.” That was the response I got from a friend when I asked him how things were going. And it is probably what most of us have felt as we process COVID-19, the economy, elections, and the market on top of managing work, family, school,…
So, How Was Your Day? Your Quarter? Your Year? It’s hard to wrap my mind around the wildly different experiences we’ve all had over the last four months. For every quarantined person who has learned to bake sourdough, many more kids aren’t getting their school lunches. For anyone who has realized they can do their…
This summer as I’ve flipped the April, May, and June pages in the 2020 paper calendar, filled with photos featuring kids’ and grandkids’ events from 2019, I’ve wondered what photos will fill my 2021 Shutterfly calendar: making sourdough bread, more photos of dogs than grandkids, and photos of finally finished jigsaw puzzles? Who thought we’d…
A couple of years ago, I wrote a blog post about how my wife and I are teaching our three kids about money. I covered the basic principles we’re trying to instill (Simplicity, Giving, Discipline, Compounding, Enjoyment, Responsibility, and Hard Work) and how those show up practically. While we have loved teaching these principles, the…
The Price is Right has been running on TV for 48 years, can you believe it? Watching the show with my 84-year old Dad, after he moved from Chattanooga to Greensboro in 1992, is one of my favorite memories. We would roar with laughter at our correct guesses, and stare at the TV in wide-eyed…
From an economic and investment perspective, saying that the first quarter (particularly March), was without precedent is an understatement. Investors experienced the fastest bear market (from Peak to -20%) ever recorded in US stocks. But it wasn’t just down days that we experienced; we had plenty of dramatic positive days as well. As Nick Maggiulli…
Disclaimer: We’ve pooled several resources together to give you a comprehensive look at the new developments in tax and unemployment law changes since the onset of the Coronavirus. However, do not consider any of this to be tax, legal, or financial advice. We would be happy to talk with you more about your specific situation,…
At Smith Partners Wealth Management we evaluate each prospective client for best fit. We would be glad to meet with you to understand your needs and determine whether you would be well served here. To learn more about becoming a Smith Partners client, please contact us. We welcome the opportunity to speak with you.