Resources & Tools

Client Calculators 700 350 sgi@smithgroupinc.com

Client Calculators

Interactive tools you can use with clients to map out their financial plan.

Webinars That Work 700 350 sgi@smithgroupinc.com

Webinars That Work

How to plan and promote memorable Virtual Events.

War on Stress 700 350 sgi@smithgroupinc.com

War on Stress

Addressing rising stress and its concerning negative impact

The Age of Anxiety 300 150 sgi@smithgroupinc.com

The Age of Anxiety

Professional fund buyers seek alpha, diversification — and defense.

The Case for International Small-Cap 700 350 sgi@smithgroupinc.com

The Case for International Small-Cap

International small-cap stocks are often under-utilized in a portfolio. An allocation may offer investors the potential to generate higher absolute and risk-adjusted returns.

Defined Contribution Resources 700 350 sgi@smithgroupinc.com

Defined Contribution Resources

Explore resources to help you start or augment your DC business.

Client Seminars 700 350 sgi@smithgroupinc.com

Client Seminars

Use these client-use presentations and supporting materials to share timely investment topics with clients.

Social Security Optimizer 700 350 sgi@smithgroupinc.com

Social Security Optimizer

This tool can help you customize benefits filing strategies for your clients.

What’s Your Retirement Income IQ? 700 350 sgi@smithgroupinc.com

What’s Your Retirement Income IQ?

Are you an expert on what it takes to generate income once your regular paycheck stops?

Fund Compare 700 350 sgi@smithgroupinc.com

Fund Compare

Compare up to five funds from across a wide range of performance and risk metrics.