SmithSandlin Wealth Planning

SmithSandlin Wealth Planning Our first priority is helping you take care of yourself and your family. Member FINRA (finra.org) / SIPC (sipc.org).

Securities and Advisory services offered through LPL Financial, a registered investment advisor. The financial professionals associated with Smith Sandlin Wealth Planning may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we ar

e registered to do business, please visit: https://sswp.lpl.com/

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The U.S. initial public offering (IPO) market appears to be entering one of its most consequential periods in years. Rea...
06/15/2026

The U.S. initial public offering (IPO) market appears to be entering one of its most consequential periods in years. Read more: sswp.lpl.com/weekly-market-commentary

Giving with intention often means revisiting your strategy along the way. These mid‑year ideas are a great place to star...
06/12/2026

Giving with intention often means revisiting your strategy along the way. These mid‑year ideas are a great place to start.

Analyze bond markets as yields rise, exploring Fed policy expectations, inflation trends, and whether bad news is alread...
06/08/2026

Analyze bond markets as yields rise, exploring Fed policy expectations, inflation trends, and whether bad news is already priced into Treasuries. Read more: sswp.lpl.com/weekly-market-commentary

Gen Z is investing earlier, saving more, and leaning into Roth IRAs at record levels. The next generation of investors i...
06/05/2026

Gen Z is investing earlier, saving more, and leaning into Roth IRAs at record levels. The next generation of investors is approaching wealth very differently.

A younger generation embraces the benefits of tax-free investment growth.

Analyze why stock valuations appear reasonable when factoring in growth, rates, inflation, and the earnings potential dr...
06/01/2026

Analyze why stock valuations appear reasonable when factoring in growth, rates, inflation, and the earnings potential driven by AI despite risks. Read more: sswp.lpl.com/weekly-market-commentary

Knowing whether you’re retirement‑ready starts with asking the right questions. This carousel highlights a few important...
05/29/2026

Knowing whether you’re retirement‑ready starts with asking the right questions. This carousel highlights a few important areas worth reviewing.

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3700 Glenwood Avenue, Suite 400
Raleigh, NC
27612

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+19842682999

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