Wealth Management Archives - Page 2 of 2 - Smith Partners Wealth Management

Market Commentary Q1 – 2016

ByJonathan Smith April 15, 2016December 15, 2016

You’re Hired, Here’s Your Phonebook. Not the Actual DOL Rulebook…But Close Just sit here and mumble your first name, maybe they won’t know the difference.” It was the summer of 1976 and I had recently graduated from Guilford College and somehow landed a job as a stockbroker. This was an odd thing, since I knew...

Market Commentary

Market Commentary Q4 – 2015

ByJonathan Smith January 15, 2016November 21, 2016

Never Before North Carolina joined the ranks of lottery states in 2005 by introducing the NC Education lottery. As a side note, only 29% of the revenue goes into actual education and somehow, NC still ranks 50th in the nation in teacher pay and 51st (that’s not a typo) in percentage increase in teacher pay...

Market Commentary

Market Commentary Q2 – 2015

ByJonathan Smith July 15, 2015December 15, 2016

Grinding Like a Garden Tiller The human brain works nonstop trying to figure out what the eye sees. It’s been working overtime trying to figure this one out: over the last year, the Dow has gone up one percent and down one percent 53 times. Over this time, it traveled 42,823.56 points up and down,...

Market Commentary

Market Commentary Q4 – 2013

ByJonathan Smith January 6, 2014November 21, 2016

Themes for 2014 This past year might go down as one of the “worst best” years in market history. The combination of cash still on the sidelines, abysmal bond returns and a poorly attended stock rally will do that. While we stay away from predictions, we have put together our important themes for the coming...

Market Commentary

Market Commentary Q3 – 2013

ByJustin Smith October 17, 2013November 15, 2016

“We the People, In Order to Form a More Perfect Union…” Last month, we sent our first kid off to kindergarten and I quickly discovered one of the joys of parenthood: learning from your kids. Every morning in September, all the students at her school would recite (well, really sing the “Schoolhouse Rock!” version of)...

Market Commentary

Market Commentary Q2 – 2013

ByJonathan Smith July 15, 2013December 15, 2016

Ben Bernanke probably spent at least a couple minutes reading his pocket thesaurus, looking one last time for another way to say it. When no new words came about, he stepped up to the microphone at the Fed’s June 20 press conference hoping to shed light on the FOMC Statement from the day before. Investors...

Market Commentary

Market Commentary Q1 – 2013

ByJustin Smith April 15, 2013November 11, 2016

Margin of Safety, simply put, is the world’s oldest and cheapest form of insurance against stupidity, overconfidence and bad luck…and a few months ago, I apparently needed insurance against all three. With the arrival of our third child on the horizon, my wife finally gave up her cool mom image and decided she needed a...

Wealth Management

Market Commentary Q1 – 2016

Market Commentary Q4 – 2015

Market Commentary Q2 – 2015

Market Commentary Q4 – 2013

Market Commentary Q3 – 2013

Market Commentary Q2 – 2013

Market Commentary Q1 – 2013

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