ML&R Wealth Management Partner, Stuart Vick Smith was recently named Mentor of the Year by Austin Under 40. The Young Women’s Alliance again partnered with the Young Men’s Business League to host the Austin Under 40 awards. There were...
ML&R Wealth Management is committed to helping you run your business or manage your personal finances more efficiently. To help prepare you during your journey to financial success, we maintain a blog written or curated by our financial professionals.
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Getting Involved and Taking Charge of your Financial Well-Being Ladies, we have come a long way in the last century. As we celebrate 100 years of being able to vote this election year, we also celebrate the tremendous growth...
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As if 2020 hasn’t been crazy enough, the election that is right around the corner might as well be the icing on the cake. Every four years, we have the opportunity to express our right to vote. Like clockwork,...
ML&R Wealth Management has recently been ranked #295 in FA’s 2020 Annual Registered Investment Adviser Ranking. Methodology: To be eligible for our annual RIA rankings, firms must be registered investment advisors and provide financial planning and related services to...
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Our partners, advisors, and associates want to promote awareness of the importance of financial planning and how to improve your wealth management strategy. For this reason, we aim to provide the best educational materials to help you achieve success.
Our investment blog is also a great way to keep you informed on what investment strategies are available to you as you navigate the possibilities for your future.
Our blog covers the following topics, and many more:
- Investment Philosophy
- Tax Planning Tips
- Financial Tips for Millenials
- Estate Planning & Charitable Giving
- Helping Aging Parents with Money
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One of your fiduciary duties as the plan sponsor is to ensure that the plan is for the sole benefit of the participants in the plan and their beneficiaries. But who is a participant? Hint – it is not...
2020 has been a very challenging year, to say the least. We are in the midst of a global pandemic, we just went through one of the most contentious presidential elections in recent memory, and there has been tremendous...
2020 has certainly been an eventful year: new legislation, a global pandemic, an election year, market volatility, and new cybersecurity attacks.On Thursday, November 12, 2020, the ML&R Wealth Management Retirement Plan Services team hosted a webinar on Regulatory Updates...
Getting Involved and Taking Charge of your Financial Well-Being Ladies, we have come a long way in the last century. As we celebrate 100 years of being able to vote this election year, we also celebrate the tremendous growth...
There is a preponderance of evidence supporting the fundamental investment principle that value stocks tend to outperform growth stocks, producing a value “premium.” For example, well-known and respected academics such as Eugene Fama and Ken French have published data...
Great client service. It is something we in the service industry strive towards. But how do you define it? How do you measure it? Depending on what type of business you are in, it can mean very different things....
ML&R Wealth Management Partner, Stuart Vick Smith was recently named Mentor of the Year by Austin Under 40. The Young Women’s Alliance again partnered with the Young Men’s Business League to host the Austin Under 40 awards. There were...
As if 2020 hasn’t been crazy enough, the election that is right around the corner might as well be the icing on the cake. Every four years, we have the opportunity to express our right to vote. Like clockwork,...
ML&R Wealth Management has recently been ranked #295 in FA’s 2020 Annual Registered Investment Adviser Ranking. Methodology: To be eligible for our annual RIA rankings, firms must be registered investment advisors and provide financial planning and related services to...
ML&R Wealth Management has recently been named to the 2020 Financial Times Top 300 Top Registered Investment Adviser List. The formula FT uses to compare advisers was based on six factors and considered AUM, asset growth, the company’s age,...
By: Carli Smith, CFP®, Wealth Management Advisor Choosing Investments: Important? Yes. Meaningful? Not as Much as You Might Think I recently had the pleasure of meeting with a couple that had never spoken to a Financial Advisor before. From...
This article contains some important reminders about participants accessing their funds while they are still employed. Please make sure to contact us with any questions you may have as you administer your plan. Employees can have access to funds...
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When you keep up with our investment blog, you’ll not only receive educational materials for your next advisor meeting, but you can also keep a pulse on what we’re reading as well. We keep updated on the latest pertinent research and do our best to summarize the aspects that are important to you.
If you’d like to speak with a professional or schedule your free consultation, contact us today to get your journey started. In addition to our wealth management blog, we invite you to sign up for our monthly newsletter for timely financial information and tips.
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