Whether it’s company milestones, honored recognitions, or commentary on pressing financial topics, we’re proud to share our appearances in the local, national, and industry news. Stay up to date on what’s going on at JL Smith and the strides being made by our team in serving our clients by checking out what’s new:
Explore the links below to discover our most recent news, accolades, and insights.
- JL Smith is Proud to Announce Bryan Bibbo Named to President & CFO
Bryan Bibbo Earns Prestigious Recognition in the 2024 InvestmentNews Top Advisors
- JL Smith is Thrilled to Introduce a New Lead Advisor and Location
- 🎙️ Money TalksNews - The Top 4 Investing Blunders and How to Avoid Them (Podcast)
Advisor News: Opinion by Jason L Smith: Redefining high-net-worth client service
- Reduce your taxes with these last-minute moves before the end of the year
- JL Smith | Holistic Wealth Management Is a 2023 NorthCoast 99 Award Winner
- Yahoo Finance - CDs or Fixed Annuities: Which is a better way to save for retirement?
- U.S. News - The Best Retirement Planning Books For 2023 - "The Bucket Plan"
- Yahoo.com - How to save for college
- Nasdaq - Financial Advisor Strategies to Increase Assets and Attract Better Clients
- Crain's 2021 Notable Marketing Executives - Matt Seitz
- Build the foundation of financial literacy in childhood, Northeast Ohio expert says
- Crain's 2021 Notable Wealth Manager - Bryan Bibbo / Crain's 2021 Notable Wealth Manager - Jason L Smith
- "Days Can Be Sunny for Bunnies and Money" inspired by its signature financial planning process, The Bucket Plan®, and Jason L Smith's bestselling book
- Navigating Finances Virtual Event with Advance Ohio, Cleveland.com, and The Plain Dealer
- WKYC Channel 3 News Cleveland - Tax Tips: New rule could mean more money in your pocket
- News Channel 5 Cleveland - Dave Alison answering tax, retirement, and wealth questions
- Forbes -- How To Save For Retirement During The Biden Administration
- Cleveland.com - Local expert offers advice on retirement planning for Ohioans
- Senior Planet - Five Tax Tips for Retirees
- Advisor Magazine - A Fresh Look At The Fixed Indexed Annuity Portfolio
- Cleveland.com - Area finance expert offers tips for the end of a year like no other
- US News --President Biden’s Proposed Changes to 401(k) Plans
- US News -What 2020 Tax Credit Do I Qualify For?
- Crain's Cleveland Business - C2P Advisory Group, rebranded as Clarity Insurance Marketing, installs new CEO
- WKYC -- Social Security to raise benefits 1.3% in 2021; recipients say it's not enough
- US News -- Three Ways Dollar-Cost Averaging Helps Investors
- ThinkAdviosr - Personnel Moves
- Newswire - C2P Advisory Group Rebrands to Clarity Insurance Marketing and Announces New Leadership to Tea
- Channel 19 News - How to protect yourself from financial fraud after dozens of victims lose money in alleged Ponzi scheme
- MarketWatch - Make Sure the Fee You Pay an Investment Adviser Fits Your Portfolio Needs
- Channel 19 News - How the CARES Act affects your retirement savings
- CNBC.com - Get Those Money Issues Settled Before the Marriage
- ValueWalk - Preparing for a Major Market Downturn
- Newswire - Clarity 2 Prosperity Named as a Finalist for 2020 InvestmentNews Innovation Awards
- Investor's Business Daily - How Advisors Set Tough But Achievable Goals For Their Employees
- News 5 Cleveland - Has Social Security cut your benefits? Here's what you should do
- Yahoo - 3 Ways to Avoid Undercutting Your Retirement Strategy
- US News - The Law That Could Delay Your Tax Refund
- Financial Planning - 30 for 30: Ways Technology Can Upgrade Your Practice
- Morning Journal - CEO of JL Smith Group of Avon attends workshop on advanced retirement account planning strategies
- WEWS-TV - Tax Tips
- USA Today - Don't overlook these 7 top tax breaks for the self-employed
- Investment News – As DOL Fiduciary clears latest hurdle, advisers expect changes will be made
- Washington Post - When to take Social Security
- Cleveland.com - Soles4Souls Announced
- FAIQ - End of Year Financial Tips
- FAIQ - An Advisor who now Manages Other Advisors
- USA TODAY - Paying off a mortgage in retirement
- USA TODAY -6 networking tips for retirees
- FOX Business Article - Paying off Your Mortgage in Retirement
- Cleveland Plain Dealer/Cleveland.com - Its Your Business – profile
- The Wall Street Journal - Finding, Fixing Gaps in an Estate Plan