By Steven Smith | Bonds , Investment Management
Historically low interest rates have tempted some fixed income investors to wander off course into exotic and untested new strategies. But there is a prudent way to expand your investment horizons into global bonds.
Continue readingBy Steven Smith | Financial Planning , Life Transitions , Mountain Lifestyle , Wealth Management
Saving the Family Cottage: A Guide to Succession Planning for Your Cottage, Cabin, Camp or Vacation Home (Stuart J. Hollander, Rose Hollander & David S. Fry, 3rd Edition, Nolo 2009) is a comprehensive treatment of the perils of failing to plan carefully for passing a vacation home to the next generation and beyond.
Continue readingBy Steven Smith | Investment Management , Wealth Management
The Vanguard Group announces it is abandoning active management in favor of an all passive approach in two of its most popular strategies.
Continue readingBy Steven Smith | Life Transitions , Money , Philanthropy
We all have something to give — time, money, ideas or things that we can send out into the world — to make it a better place. The recession and agonizingly slow recover, however, have pushed most of us to ignore or slow down on various forms of giving. Don’t let your philanthropic intents slide; instead, great or small, make them a robust part of your financial planning and you will reap the rewards even during difficult times.
Continue readingBy Steven Smith | Investment Management
Now that some of the dust is starting to settle from the debt ceiling crisis, it’s a good time for long-term investors to take stock of lessons learned. The lessons are not new ones: having realistic principles to guide your portfolio is still the best hedge against volatility and chaos. And, in the broad scheme of things, it helps to keep your investments in perspective.
Continue readingBy Steven Smith | Financial Lifestyle , Money , Non Profits/Foundations , Small Business
Are you or your clients struggling with a way to make philanthropy a more meaningful part of your wealth management? Hear from professional advisors on practical steps you can take to integrate giving into your financial lifestyle and family financial plans.
Continue readingBy Steven Smith | Financial Lifestyle , Financial Planning , Investment Management , Money , Mountain Lifestyle , Newsletters , Non Profits/Foundations , Small Business , Wealth Management
Money in the mountains—it’s a beautiful thing and it’s on my mind, especially when it’s managed well. Introducing my new blog, where you’ll find thoughts and tips on everything that impacts your financial lifestyle, business, or non-profit.
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