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There is no shortage of metrics used by the investment industry when discussing why they like or dislike a particular investment. Few have shown any ability to forecast future returns.

Accounting Today, a leading publication of the accounting and financial industry, recently published its annual ranking of “Wealth Magnets,” the Top Firms by AUM (Assets Under Management).

Tim Agnew, Managing Director of Smith & Howard Wealth Management recently announced the promotion of Lauren Starks, CFP®  to Senior Wealth Planner.

The big picture for Smith & Howard Wealth Management is always going to be framed by valuations. 

If your charitable giving plan consists of making substantial cash donations to certain charities, there are alternative approaches to consider that could provide significant benefits to you over and above the achievement of your charitable goals.


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