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Austin Smith

Sep 03
0

How Would You Invest During A Pandemic?

By Austin Smith | Financial Planning, Investing
Let's think back to the third quarter of 2019. We are sitting in an investment strategy meeting and all of the sudden a tip from the future comes in.  “Over...
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Aug 06
0

Which Type Of Investment Account Should You Use?

By Austin Smith | Financial Planning, Investing, Retirement/401(k)
Answer: Maybe not the account you think! This is a pretty common conversation that we have with clients. Here is a handy chart outlining the different options and their tax...
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May 20
4

Finding Your Perfect Investment Portfolio

By Austin Smith | Financial Planning, Investing, Security
For almost everyone in investing, there are two main risks: 1. The Risk of Losing Money  2. The Risk of Losing the Opportunity to Make Money  Of these two risks,...
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Apr 24
3

So has some of this happened before?

By Austin Smith | Financial Planning, Investing, Security
In the last four weeks something near the number of 26 million Americans have filed for unemployment. That is a crazy high number that has led to some eye popping...
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Apr 02
1

My take on the CARES Act

By Austin Smith | Financial Planning, Investing, Security

Over the past month, many different areas of the US economy have come to an almost full stop. This as a result of the COVID-19 outbreak, and subsequent reaction of…

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Dec 11
0

Do you know where you are allocating your 401(k) dollars?

By Austin Smith | All, Retirement/401(k)

There are often many important questions around how to invest  money in your 401(k). For most of us, what we are able to accumulate in our 401(k) during our working…

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Nov 13
0

Bucket #3: Retirement Planning

By Austin Smith | All, Bucket Talk by Austin Smith, Budgeting, Financial Planning

Bucket number 3 is money for retirement. This is a bucket we all hope to get started on as soon as possible. Getting started with bucket number 3 at an…

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Nov 06
0

Bucket #2: Strategic Planning

By Austin Smith | All, Bucket Talk by Austin Smith, Budgeting, Financial Planning

Bucket number two is used for intermediate term goals. Intermediate term goals are different and unique, depending on your specific needs. Younger professionals my have an intermediate term goal of…

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Nov 01
0

Bucket #1: Savings

By Austin Smith | All, Bucket Talk by Austin Smith, Budgeting, Financial Planning

Money we have in bucket number one is for rather near term financial goals. Because of the short horizon to these goals, they should be invested in a safe manner….

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Oct 23
0

Your Money From a Different Perspective

By Austin Smith | All, Bucket Talk by Austin Smith, Budgeting

  This is the first article in a multi part series centered around a different (and hopefully easier) way to think about your financial goals from an overview perspective. When…

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