Families

How to Maximize Charitable Giving Under the
A retired couple is looking for tax-efficient options to meet their charitable goals following the passing of the Tax Act.
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A Deeper Dive: What is the Market
Why is market forecasting so difficult?
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Market Outlook: Long Term Returns are Driven
The big picture for Smith & Howard Wealth Management is always going to be framed by valuations.
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On the Horizon: 7 Focus Areas |
While unanticipated events always occur, there are typically some themes, data points and awaited events that can impact markets.
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Summary: Second Quarter 2018
Strong global growth, tax reforms & low interest rates provide a solid backdrop for earnings growth, but valuations remain stretched.
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Market Recap – Volatility Settles Down |
Market volatility leveled off during the 2nd quarter, but that was more reflective of just how extreme 1st quarter volatility
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Client Story: A Special Needs Trust Empowers
In this story, a special needs trust provided financial and personal peace of mind - and freedom - for a
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A Deeper Dive – Bitcoin and Cryptocurrency
If the idea of a “cryptocurrency” sounds like something out of a Dan Brown mystery novel, you may be on
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2nd Quarter Outlook: 8 Areas to Watch
The big picture for Smith & Howard Wealth Management is always going to be framed by valuations.
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Retiring? Inheriting? Winning the Lottery? How to
As of this writing (August 23, 2017) the Powerball jackpot is at $700 million. Many many people who have never
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