Newsletter Archives - SmartRetirement

Newsletter Volume 3

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Welcome to our newsletter Volume 3! In this edition, we tell a story about the three important components of a prudent portfolio to build wealth, explain the Three-Factor Model, and share a quote from Warrant Buffet.

Newsletter Volume 2

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Welcome to our newsletter Volume 2! In this edition, we explore the power of diversification with a client story, delve into Modern Portfolio Theory, and share a quote from renowned economist Harry Markowitz.

Newsletter Volume 1

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Join us in this month’s newsletter as we share an inspiring personal client story, provide insight into upcoming events, and offer closing thoughts on our investment philosophy, featuring a quote from Eugene Fama.

Contact

Corporate:

7970 Cooper Creek Blvd,
Bradenton, FL 34201

Phone: (800) 337-9590 ext. 1

Office Location:

303 Garcitas Cv,
Austin, TX 78748

Phone: (800) 337-9590 ext. 2

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. SmartRetirement and Cambridge are not affiliated. Cambridge does not offer tax or legal advice. Licensed to do business in AZ, CO, FL, NJ, NC, PA, TX, VA states.