Glen D. Smith CFP® CRPC®

Investing

Small, Boutique Wealth Management Firms vs. Large Corporations

October 24th, 2025|4 min read

Financial Planning

How Rebalancing Helps Keep Your Portfolio on Track

October 14th, 2025|2 min read

September 2025 Market Review

October 3rd, 2025|5 min read

Why You Need to Do a Background Check on Any Financial Advisor

September 26th, 2025|3 min read

Market

August 2025 Market Review

September 24th, 2025|5 min read

Estate Planning | Tax Strategies | Legacy Planning

Tax Strategies for Estate and Legacy Planning

September 18th, 2025|3 min read

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