SmithSandlin Wealth Planning

Analyze rising U.S. debt, Treasury yields, and fiscal trends, highlighting implications for markets and investors.
Read more: sswp.lpl.com/weekly-market-commentary

Our office is closed today for Labor Day. Wishing everyone a restful and meaningful holiday.

At SmithSandlin Wealth Planning, we take a personalized approach to every relationship. If you’re exploring what guidance could look like for you, we welcome the conversation.
Connect with our team to learn how we can support your financial goals: https://sswp.lpl.com/contact

Some opportunities stay with you long after the workday is over.

Recently, Mike spent time volunteering with Habitat for Humanity's 2026 Beloved Build campaign alongside his daughter, Lacey, and her friend, Olivia. Together, they joined fellow volunteers in helping build homes that will one day provide stability, security, and new beginnings for local families.

529 plans are often associated with saving for children’s education, but they can also be a powerful tool for adults. From returning to school to managing student loan payments or even supporting long term planning, these accounts offer more flexibility than many realize. https://sswp.lpl.com/blog/how-adults-can-use-529-plans

Discover why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.
Read more: sswp.lpl.com/weekly-market-commentary

We may be past the midyear point, but if you missed your chance for a tax checkup, consider this your reminder.

As August comes to a close, there's still time to review your financial picture before the busy holiday season arrives. From checking your tax withholding and estimated payments to evaluating charitable giving, retirement contributions, and other tax-smart strategies, opportunities may still exist to make meaningful adjustments before year-end.

What could a check-in today save you tomorrow?

A Midyear Tax Checkup May Help Manage Unwanted Tax Consequences A midyear tax checkup allows you to identify and address any tax issues or execute any planning opportunities.

The U.S. national debt recently surpassed $40 trillion, a milestone that has sparked plenty of headlines and debate. While the number itself is significant, investors may be better served by understanding what is driving the growth of federal debt and what it could mean for the economy and markets over the long term. Read the article here: https://www.linkedin.com/pulse/road-40-trillion-david-kelly-fhfmc

One of the more beneficial ways to prepare for your children’s college expenses is to start early and contribute a percentage of each paycheck into an account. https://sswp.lpl.com/blog/college-costs-are-rising-heres-how-parents-can-stay-out-of-debt

Explore how strong earnings growth, AI-driven profits, and rising estimates are supporting stocks despite pressure from higher interest rates.
Read more: sswp.lpl.com/weekly-market-commentary