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One of the cornerstones of our investment philosophy is that asset allocation is the most important decision in designing an investment portfolio.

While most people know they need basics like automobile insurance and homeowners’ coverage, fewer are familiar with umbrella insurance – coverage we think is equally as important and that we typically recommend for affluent individuals.

An innovative program designed to engage a diverse range of high school students in accounting and finance careers has been launched by top accounting firm, Smith & Howard and sister-firm, Smith & Howard Wealth Management, in partnership with


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