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Portfolio Management: Separate Yourself from the Herd

Our Outlook
- 10-09-2023
- Economy
- Markets
Investing in the Decade’s ‘Hot Stocks’ May Leave You Out in the Cold Trends in portfolio management are nothing new. As fiduciaries, it’s Schmitt Wealth Advisers’ role to look beyond the trends and advise with experience and wisdom. We recently mentioned two common pitfalls when investing in stocks. Today, we’re exploring the risks of following […]
2024 Quick Reference Guide: Our Suggested Resources

Our Outlook
- 12-19-2023
8 Respected Perspectives to Help Prepare for the New Year You can start planning for 2024 today. And Schmitt Wealth Advisers is here to help. We’re constantly reading and analyzing market news, forecasts and predictions. This resource guide represents the most important articles we’ve found for insights into next year. Have a look at what […]
Important ‘Required Minimum Distribution’ Changes for 2024

Our Classroom
- 12-18-2023
What Retirement Plan Owners Need to Know About RMDs Going into the New Year The “Required Minimum Distribution” (RMD) for a retirement account are the rules that the IRS sets for how much a plan owner needs to withdraw in a given year. These rules are updated from time-to-time, and here are some important changes […]