We’ve spoken a lot in this space about IRAs: traditional IRAs, Roth IRAs, backdoor IRAs and so on. And we’ve always presented these vehicles as fairly conventional, plain-vanilla places to save for your golden years. After all, IRA stands for individual retirement arrangement. Or does it? There are any number of ways you can take […]
We’ve spoken a lot in this space about IRAs: traditional IRAs, Roth IRAs, backdoor IRAs and so on. And we’ve always presented these vehicles as fairly conventional, plain-vanilla places to save for your golden years. After all, IRA stands for individual retirement arrangement. Or does it? There are any number of ways you can take […]
Some of the most hackneyed suggestions you’ll hear from financial advisers is, “Don’t invest with emotion.” We’re going to gently push back on that notion a little. The reasons why you invest are deeply emotional because the stakes are high. This isn’t about scorekeeping, it’s about ensuring that your loved ones—yourself included—are provided for when […]
If you are like most of us, you haven’t thought too deeply about your retirement savings for some number of years. With the W-4 form, you might have made a selection the day you were onboarded and haven’t given it a whole lot of attention since. You get your periodic statement from your retirement plan, […]
The United Kingdom is leaving the European Union! Implications for global trade could be disastrous! Implications for the global financial industry could be even worse! The British government is in disarray! People are panicking! But should they? To say the U.K. has weathered worse would be so trite an understatement that even the British – […]
DALLAS—April 1, 2019—Smith Anglin Financial has been recognized as one of the Best Places to Work as a Financial Advisor in 2019 as announced by InvestmentNews today. Smith Anglin Financial was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths, and more. […]
You know how you can tell that, as of November 6, 2018, we’ve entered the Millennial age of American politics? There were no losers. Everybody got a trophy. As of the following morning, there was still no firm count of exactly how many House of Representatives and Senate seats would be claimed by each party, […]
President Trump might have secured another policy win that has the potential to positively affect broad swaths of the American public. Tax reform’s impact was experienced more by businesses than by individuals, as evidenced by Republican congressional candidates deemphasizing it as a campaign theme. And although the administration has prevailed in the battle to seat […]
Would you believe Weekend at Bernie’s is almost 30 years old? We only mention it because this lighthearted summer comedy offers a message that’s just as timely today. When the two buddies show up at their boss’s plush, beachfront chateau, The Serious One says: “All of this could be yours if you set your goals […]
Whether any of us like it or not, crypto-assets are here to stay. We’re not rushing out to buy anything in this sphere today. At the moment, there are still more reasons to take a pass than there are to buy into the asset class. But the moment isn’t going to last very much longer. […]
