Investment Management Tag
13 Jul SHWM Ranked Among Top 150 Firms by AUM
Smith & Howard Wealth Management ranked among Top 150 Wealth Magnets by Accounting Today....
26 May P/E Ratios: What They Are and How They’re Used
Several years ago I was asked by one of my more astute, knowledgeable clients if I could help him better...
22 May Understanding P/Es (Part 2)
We discussed P/E ratios in Part 1. Part 2 expands on why I find the normalized approach the most valuable...
13 Mar Fighting the Home Country Bias
As my colleague Valerie Nichols recently discussed in her article, Finding Value Outside of the U.S., equity markets have enjoyed...
19 Jan Tax-Loss Harvesting: Using Losses to Reap Benefits
Longfellow famously said, “Into each life some rain must fall.” In the world of investing, we modify that to, “Into...
21 Sep The Evolution of Passive Strategies
The universe of what falls under the "passive" strategy umbrella is expanding rapidly. Brad Swinsburg takes a look at it...
02 Sep The Great Investment Debate: Active or Passive Strategies?
The asset and wealth management industry has a tendency to turn every investment debate into a black or white decision....
10 Sep The Lowdown on Robo-Advisors
Many investors are wondering whether a robo-advisor might be right for them. At Smith Howard Wealth Management (“SHWM”), we...
20 May Before You Say “I Do” – The Pros of a Prenuptial Agreement
With wedding season fast approaching, brides and grooms are beginning to think about gowns, tuxes, receptions and honeymoons. While a...
14 May Women and Wealth: Four Things You Need to Know to Secure Your Financial Future
Women today are earning and controlling more of our nation’s wealth – and becoming more affluent. Even so, they generally...
How are Investment Advisors Different from Stockbrokers?
This article from May 2012 highlights the important differences between investment advisors and stockbrokers....
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