The newly signed “One Big Beautiful Bill” brings major changes to tax laws, deductions, and estate planning rules. In this post, we break down what’s included, why it matters, and how it impacts your financial plan moving forward.
The Smart Money Guide
Tips, strategies, articles and videos to help you build and keep your wealth
Message From Richard Sturm
Financial Advisor Richard Sturm explains his philosophy of financial management.
NEW SERVICE: Smart Investing for Those Just Getting Started
New to investing? Get personalized guidance —no account minimums, just smart steps to get started.
Tariffs Rattle the Markets (But Not Everyone is Nervous)
Tariffs, Inflation and Volatility have been dominating the headlines. How should smart investors respond?
VIDEO: The News Says “CRISIS!” – But Here’s the Truth
In this video blog, Richard Sturm cuts through the noise and reveals the truth about what actually drives our economy forward.
Tariffs, Inflation and Volatility – How Should Investors Respond?
Tariffs, Inflation and Volatility have been dominating the headlines. How should smart investors respond?
3 Billion Records Leaked in Massive Data Breach!
A Florida firm has potentially exposed up to 3 billion records, including Social Security numbers. In this video, we’ll discuss strategies to help you safeguard against identity theft.
How The Declaration of Independence Shaped Our American Economic System
Discover how Thomas Jefferson’s vision in the Declaration of Independence laid the foundation for America’s unique economic system, fostering liberty, innovation, and entrepreneurship. Celebrate the enduring values that continue to drive our nation’s prosperity.
Safe Deposit Boxes – Three Reasons Why You Should Avoid Them
We’ll discuss 3 reasons to avoid using safe deposit boxes, and 3 essential tips for those who choose to use them.
10 Things Americans Should Consider When Interest Rates Drop
Someday, interest rates will come down again. Here are 10 things Americans should consider when they do.