ADVISOR, STUART VICK SMITH, SHARES FINANCIAL TIPS WITH KVUE NEWS

As year-end quickly approaches, time is ticking away before the New Year is upon us. Make the most of the remaining time in 2016 to get your finances in order, maximize your savings and reduce your taxes. Stuart Vick Smith, ML&R Wealth Management Advisor, discusses with KVUE some easy tasks that could benefit your wallet today and in the future, as well as some tips to help start the year off on the right foot financially.

KVUE: End-of-Year Financial Planning
KVUE: End-of-Year Financial Planning
KVUE: Financial Tips for a Fresh Start to 2017
KVUE: Financial Tips for a Fresh Start to 2017
MESSAGES WORTH (RE)SHARING AS WE LOOK 
BACK AND AHEAD

This is the time of year when many of us are able to reconnect with family and friends, passions and pursuits. We want to take this opportunity to reconnect with you by sharing some resources -- some old, some new -- from the past year that resonated strongly with us. We hope you'll find these to be a valuable companion whether you are traveling to visit with loved ones or finding some time to unwind in front of the fireplace. 
TUNE IN TO THE MONEYZEN PODCAST


When Manisha Thakor launched her podcast this fall, it allowed her to intersect the avenues of financial planning and storytelling. "We are so overloaded with information and so short on time. Stories are a way to go right to our heart and our soul to help make important messages really stick with us. I feel like such an important part of our job is education and storytelling around the role of money in our lives," says Thakor, the director of wealth strategies for women for the BAM ALLIANCE. She has intimate conversations with various industry influencers on topics ranging from reimagining retirement to awkward money conversations to navigating divorce.
DON'T PUT POLITICS IN YOUR INVESTMENT PLAN

It's not difficult to pick the story of the year. Donald Trump vs. Hillary Clinton captivated a nation, overwhelmed the news cycle and, ultimately, delivered a much-discussed decision. 

In the days leading up to the election,  this article from the BAM ALLIANCE offered a reminder to investors about the importance of separating headlines from your investment plan.

And this post-election article provided analysis and perspective on how fixed income rates were affected immediately after the election and whether the rate changes should alter an investor's fixed income strategy. 
TURN INVESTING LESSONS INTO LIFE LESSONS

Carefully analyze the risk you are taking. Determine whether you are being properly compensated for taking it. Practice diversification. Focus on what you can control. Be disciplined.

Tenets such as these are valuable when it comes to creating and following an investment plan. The below articles from earlier this year show how these directives can also be applied to other interests, pursuits and passions, helping make your life experiences valuable ones.

The author looks at the three-question process she followed in deciding to return to the sport she loves, a process that factors in values and quality of life when considering which risks are worth taking.


This article looks at how one family has embraced the life lessons and teachable moments that have presented themselves as they work their way through a three-son, three-sport schedule. 
GET YOUR GUIDE TO FACTOR-BASED INVESTING

Larry Swedroe, director of research for the BAM ALLIANCE, says factor-based investing has become the "new-new thing," and that there are so many factors -- more than 600 -- that the investing landscape resembles a "factor zoo." In "Your Complete Guide to Factor-Based Investing," Larry and Andrew Berkin serve as your guide as they take you through that zoo and let you know which handful of factors are actually worth your attention. They offer a comprehensive look at the evidence that is used to build portfolios, and how investors can use that knowledge to help secure their financial future.

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