SmithSandlin Wealth Planning

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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 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.

Explore resilient business lending, narrowing credit spreads, and a housing market constrained by the growing mortgage r...
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

Examine rising government debt costs, Treasury market stress, and what investors should watch as higher rates reshape th...
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

If you haven't reviewed your year-end tax picture yet, now is a good time to start.
10/02/2026

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

Explore how geopolitical tensions, higher interest rates, and AI investment are adding to the stock market’s wall of wor...
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

A retirement number can be a helpful benchmark, but it doesn't tell the whole story. Explore the factors that can help y...
09/25/2026

A retirement number can be a helpful benchmark, but it doesn't tell the whole story. Explore the factors that can help you retire with greater confidence.

You may have a specific number in mind for when you'd like to retire, but that isn't all that you should consider.

Analyze S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for future earnin...
09/21/2026

Analyze S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for future earnings forecasts.
Read more: sswp.lpl.com/weekly-market-commentary

Year-End planning opportunities can be easier to address when you start early.
09/18/2026

Year-End planning opportunities can be easier to address when you start early.

Address

3700 Glenwood Avenue, Suite 400
Raleigh, NC
27612

Telephone

+19842682999

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