It’s interesting to think about what an impact Julius Caesar had on the calendar and from that, our lives. I remember when I started at Smith Partners Wealth Management (then Jonathan Smith & Co.) in 2005. The great Legg Mason Value Trust mutual fund manager Bill Miller was in the middle of his 15th consecutive…
This year we’ve been working through an unusually high number of lump sum investing scenarios with clients. No one has won the lottery or discovered a long-lost rich uncle who left them an inheritance. Rather, what we’ve encountered falls into two categories: a) an influx of cash (sale of a business, receipt of deferred compensation,…
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