Thomas Smith, CFP®, CLU®, CAP®

Your source for valuable insights

Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

Thomas with two sons playing basketball in driveway

Investing 101 for young investors

May 14, 2020 |Thomas Smith

My sons have been asking questions about investing, and timing of deploying new cash. What follows is a summary of my thoughts as I have communicated to my young adult sons.

Student engineers looking closely at design

Positive social distancing observations and 7 tips to avoid COVID-19 fraud

Apr 08, 2020 |Thomas Smith

Worldwide, this pandemic will cause some level of loss of money or value. Here are a few positive observations and 11 tips to help avoid fraud related to COVID-19.

Thomas, his wife and two sons in background

Lessons for Phone Security

Mar 10, 2020 |Thomas Smith

As society is increasingly dependent on mobile devices, there are some considerations to protect yourself and those you love from being swindled.

Thomas Smiths four sons hugging and smiling

Teaching your child monetary maturity: Make sure they have some skin in the game

Feb 28, 2020 |Thomas Smith

What having four sons has taught me about teaching fiscal responsibility to teenagers and young adults.

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