U.S. economic growth was very sluggish in the first quarter, contradicting 0.2%. Despite the setback, we feel that growth in America will pick up steam and average about 3% for each of the remaining three quarters of the year.
One of the key roles we play as our clients’ Family CFO is that of administrative coordinator for their financial lives. People don’t fully appreciate just what that involves until after they become a client and experience it for themselves.
Tax-efficient investing is rarely a topic of cocktail party conversations. In fact, many clients come to us with complex money management plans that pay little or no attention to the issue of tax liability.
A defined benefit plan could be a good way for you to shelter more of your income and put more aside for retirement. These plans are especially useful for business owners whose companies are generating high profits.
We are pleased to announce that Smith & Howard Wealth Managementhas been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S.
As we mentioned at the beginning of the year, we still believe that stocks will outperform bonds and cash this year. Low money market rates and low bond yields help make stocks look relatively attractive.