SmithSandlin Wealth Planning

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SmithSandlin Wealth Planning

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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 are 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.

10/26/2026

Explore three keys to earnings season: broader profit growth, margin pressures, and high expectations amid continued AI investment.
Read more: sswp.lpl.com/weekly-market-commentary

10/21/2026

Building wealth is only part of the equation. For families with significant assets, the real challenge is coordinating tax, estate, and investment strategies in a way that supports long term goals and future generations.

Today's blog explores several planning considerations affluent families may want to review. https://sswp.lpl.com/blog/building-generational-wealth-tax-estate-and-investment-strategies-for-af

10/19/2026

Examine how personal AI agents may disrupt businesses that rely on consumer inertia while leaving strong competitive moats intact.
Read more: sswp.lpl.com/weekly-market-commentary

10/16/2026

One of the questions we often discuss with clients is not just what they want to accomplish, but what they want to protect their family from having to figure out later.

For some, it's ensuring a surviving spouse is financially secure. For others, it's minimizing confusion, avoiding unnecessary stress, or creating a clear plan for the next generation.

What is the one thing you hope your family never has to worry about because you planned ahead?

10/14/2026

Whether retirement is years away or right around the corner, comparing generational retirement trends can offer valuable perspective for your own financial future.

Understanding how you stack up against others in your generation can help you assess your own retirement strategy and make smarter financial decisions.

10/12/2026

Explore resilient business lending, narrowing credit spreads, and a housing market constrained by the growing mortgage rate lock-in effect.
Read more: sswp.lpl.com/weekly-market-commentary

10/07/2026

Tax laws may change, but the importance of planning for the future remains the same. Families who take a proactive approach to wealth transfer often have more flexibility when navigating changing tax environments and evolving financial goals. Read more: https://sswp.lpl.com/blog/wealth-transfer-strategies-in-changing-tax-environments

10/05/2026

Examine rising government debt costs, Treasury market stress, and what investors should watch as higher rates reshape the fiscal outlook.
Read more: sswp.lpl.com/weekly-market-commentary

10/02/2026

If you haven't reviewed your year-end tax picture yet, now is a good time to start.

09/30/2026

Explore how geopolitical tensions, higher interest rates, and AI investment are adding to the stock market’s wall of worry.
Read more: sswp.lpl.com/weekly-market-commentary

Address

3700 Glenwood Avenue, Suite 400
Raleigh, NC
27612

Telephone

+19842682999

Website

https://sswp.lpl.com/

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