Smith Wealth Management

10/10/2026

They say the one constant is change. Changes in laws, in how we do business, and even in how we live from day to day. As time passes, your needs will inevitably change. Make sure your estate plan matches the life you’re leading.

10/09/2026

Do you have a business? If you do, or you’re considering starting one, have you updated your estate plan with your business in mind? Talk with your trusted financial professional about how this might be handled.

10/08/2026

Something anyone will tell you about their family is that things are always changing. Marriages. Births. Transitions, such as your children growing up and starting their own lives. And some of those changes are more somber and require some reflection. No matter what’s happening in your family, these changes affect your estate planning. Not only do you need to do it for your family, you need to keep it updated for them, as well.

10/07/2026

Tax-loss harvesting can turn market losses into tax-saving opportunities. By selling underperforming investments, you could offset capital gains and even reduce up to $3,000 of your ordinary income, potentially lowering your overall tax bill.

10/07/2026

It’s time to look at your year-end tax plan for opportunities to lower your bills.

10/05/2026

Yields have surged to multi-decade highs, raising questions about inflation, interest rates, and what's next for investors. Join CIO Gene Goldman on this week's episode of as he unpacks what's driving the move in bond yields, why higher rates aren't all bad news, and the key catalysts that could bring relief in the weeks ahead.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

10/04/2026

Financial goals typically fall into short-, medium-, and long-term categories. Each requires different investment strategies with varying levels of risk and liquidity. Defining your goals is the first step to building a personalized investment portfolio.

10/03/2026

🍁 From crisp mornings to cozy sweaters and pumpkin-spiced everything, this is the perfect season to reflect on your financial strategy. Whether you're savoring the autumn air or tackling your Q4 goals, take a moment to enjoy all the little things that make fall feel so special. ✨

Let the fall vibes fuel your focus and inspiration! Feeling inspired already? Comment the word “Ready” to get connected today!

10/02/2026

Investing shouldn’t be scary. Let’s talk.

10/01/2026

This Quarterly Recap summarizes market performance, major events and news from Q3 2026. Read more here:

Markets carried their momentum into the third quarter, with the S&P 500 finishing near record highs. However, the Dow Jones Industrial Average ended 5.1% below…