Wall Street Journal

Troy Smith, of Wake Wealth Management, appeared in the front page story: Office Space: How Leo Wells Built Vast Empire Of Towers on Unusual Foundation.  (Subscription Required) Return to News Coverage

Robb Report Worth Magazine

Troy Smith, of Wake Wealth Management, gives expert advise on extracting cash from private companies without putting them up for sale. (Article No longer Available Online, Subscription Required) Return to News Coverage

The Financial Planning Profession

Financial Planning is the successful transition from Asset Accumulation to Income Generation to Wealth Transfer Because the Financial Planning profession is still developing, there are huge differences in the services of those holding themselves out to be “Financial Planners”. One of the main differences is how financial planners are regulated. While planners that are securities registeres as investment advisers, are …

A Decade of Loss

The stock market as measured by the Dow Jones Industrial Average or Standard & Poor’s 500 index still has yet to break even over the last ten years. The Standard and Poor’s &P 500 Total Return Index (Price plus Dividend Income) is down 2.2% for the ten year period ending August 31, 2009. Although past performance is not indicative of …

Are You Successfully Self-Employed?

If you are self-employed, you know that planning for your retirement is entirely your responsibility. And if you’ve experienced financial success as a self-employed professional or small business owner, you know how hard it is to keep your money in the face of high marginal tax rates. Perhaps it’s time to consider an aggressive approach to both funding your retirement …

Estate Planning Pyramid: Can you trust your trust?

Have you written any Crummy letters lately? The vernacular of estate planning is rife with confusing terms and puzzling strategies. This confusion often leads to estate plans that are hard to explain to others and understand. Many estate plans may not meet client’s objectives because of lack of follow-through, life changes and reallocation of assets. Estate plans that are incomplete …

Major Difference between the Madoff & Stanford Frauds

Major Difference between the Madoff & Stanford Frauds The ongoing news about Bernard L. Madoff and R. Allan Stanford frauds is uncovering some very important distinctions investors should be aware of. The Wall Street Journal reported last week1 clients of Madoff who took money out of their accounts over the past six years have been sued to return these monies …