Glen D. Smith CFP® CRPC®

Roth IRA | Traditional IRA

Understanding IRAs: Traditional and Roth

September 17th, 2025|6 min read

What’s Going on at GDS – August 2025

September 11th, 2025|3 min read

Investor | Investing

4 Costly Mistakes D.I.Y. Investors Can Make and How to Avoid Them

September 10th, 2025|3 min read

July 2025 Market Review

August 29th, 2025|6 min read

Trusts and Estate Planning: Tools for Asset Management and Distribution

August 29th, 2025|3 min read

What’s going on at GDS - July 2025

August 29th, 2025|2 min read

Are Mutual Funds Really as Agreeable as They Seem or Are Hidden Fees Costing You More Than You Think?

August 29th, 2025|3 min read

The Retirement Reality Check

July 24th, 2025|4 min read

The One Big Beautiful Bill: What It Means for Your Wealth

July 24th, 2025|5 min read

Financial Planning: The Big Picture

July 14th, 2025|2 min read

What’s going on at GDS - June 2025

July 8th, 2025|3 min read

June 2025 Market Review

July 2nd, 2025|5 min read

Why Avoiding the Stock Market Could Cost You

June 27th, 2025|4 min read

Making the Most of a Roth IRA

June 17th, 2025|3 min read

What’s going on at GDS - May 2025

June 10th, 2025|3 min read

May 2025 Market Review

June 2nd, 2025|6 min read

College Is Getting More Expensive — 529 Plans Can Help

May 28th, 2025|4 min read

Understanding Hidden Expenses in Retirement

May 16th, 2025|4 min read

What’s going on at GDS - April 2025

May 8th, 2025|2 min read

April 2025 Market Review

May 2nd, 2025|6 min read