


The Best Way To Spend Money On Healthcare
In life there are people that show up to work, do a great job, and go home without much fanfare: much like Tim Duncan. Tim (I wish we were on a first name basis) reminds me of a Health Savings Account (HSA) because he outperforms his peers consistently but is widely underappreciated. With an HSA the…

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…

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

Our New Name
