Smith Asset Management

05/27/2026

🎓 Smith Asset Management Company and Smith Law Firm are proud to recognize outstanding students from Bell High School through our scholarship program.

Michael Smith recently presented scholarships to:
💼 Smith Asset Management Scholarship – Sierra Chapman
⚖️ Smith Law Firm Scholarship – Matthew Garcia

Congratulations to these hardworking students on their achievements and bright futures ahead. We are honored to support the next generation and wish Matthew and Sierra continued success in all they pursue!

05/26/2026

🎓 Smith Asset Management Company and Smith Law Firm are proud to support the future leaders of our community through scholarship opportunities for students at Trenton High School!

Caleb Smith had the honor of presenting the following scholarships:
Smith Asset Management-Alexzander Henry
Smith Law Firm-Austin Allen

As a graduate of the United States Military Academy at West Point, Caleb also had the privilege of acknowledging the selection of Grace Griffis for acceptance into the Academy.

Investing in the next generation is one of the greatest ways we can give back, and we are honored to recognize hardworking students as they pursue their educational and career goals. We congratulate all scholarship recipients and wish them continued success in all that lies ahead!

At Smith Asset Management Company and Smith Law Firm, we believe in building strong futures — for individuals, families, and our community.

05/21/2026

💡 Myth: “I’ll just rely on Social Security.”

✅ Fact: Social Security was never designed to be your only source of retirement income.

A strong retirement plan includes multiple income streams—so you’re not left depending on just one.

Let’s make sure your future is fully covered.

This content is for informational purposes only.

05/19/2026

📚 Investment Term: Risk Tolerance

Your risk tolerance isn’t just about how much risk you can take…
It’s about how much risk you’re comfortable with.

The right portfolio should match your goals, your timeline, and your ability to stay invested during market ups and downs.

Because the best plan is the one you can stick with.

📞 352-493-7700
🌐 SmithAMCO.com

Investing involves risk.

05/14/2026

❓ When should I start planning for retirement?

Answer: Right now.

Whether you’re 25 or 55, having a strategy in place can make a significant difference in your future.

It’s not about where you start—it’s about having a plan.

Let’s build one that fits your life.

This content is for informational purposes only and should not be considered financial advice.

05/13/2026

🎙️ Future Proof Series: Legacy by Design — Estate Planning, Family Business, and the Power of Preparation

In this episode of the Future Proof mini-series with Mind Your Melon, Marshal sits down with Shannon Smith and Caleb Smith of Smith Law Firm and Smith Asset Management for a meaningful conversation about legacy, leadership, and the importance of long-term planning. Representing the second and third generations of the Smith family business, Shannon and Caleb share how their firm uniquely combines estate planning, legal services, financial advising, and asset management to help families and businesses prepare for the future with confidence.

The discussion highlights the similarities between multi-generational family businesses and agricultural families who work to preserve not only assets, but also values, relationships, and opportunities for future generations. Marshal also shares his own family’s experience meeting with the Smith team to begin estate planning for his young family, offering an encouraging reminder that planning ahead is one of the greatest gifts you can give the people you love.

Throughout the episode, Shannon and Caleb discuss the emotional and financial consequences families can face when planning is delayed, while emphasizing that estate and financial planning should be viewed not as uncomfortable conversations, but as intentional acts of stewardship and preparation.

🎧 Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/mind-your-melon/id1663649094?i=1000761033441

05/13/2026

🎙️ Future Proof Series: Legacy by Design — Estate Planning, Family Business, and the Power of Preparation

In this episode of the Future Proof mini-series with Mind Your Melon, Marshal sits down with Shannon Smith and Caleb Smith of Smith Law Firm and Smith Asset Management for a meaningful conversation about legacy, leadership, and the importance of long-term planning. Representing the second and third generations of the Smith family business, Shannon and Caleb share how their firm uniquely combines estate planning, legal services, financial advising, and asset management to help families and businesses prepare for the future with confidence.

The discussion highlights the similarities between multi-generational family businesses and agricultural families who work to preserve not only assets, but also values, relationships, and opportunities for future generations. Marshal also shares his own family’s experience meeting with the Smith team to begin estate planning for his young family, offering an encouraging reminder that planning ahead is one of the greatest gifts you can give the people you love.

Throughout the episode, Shannon and Caleb discuss the emotional and financial consequences families can face when planning is delayed, while emphasizing that estate and financial planning should be viewed not as uncomfortable conversations, but as intentional acts of stewardship and preparation.

🎧Listen on Apple Podcasts:

Podcast Episode · Mind Your Melon · April 13 · 33m

05/12/2026

The difference between starting at 25 vs. 35?

It’s not small.
It’s life-changing.

Time is one of the most powerful tools in investing. The earlier you start, the more your money can grow—without you working harder.

Waiting costs more than you think.

No matter your age, the best time to start is now.

📞 352-493-7700
🌐 SmithAMCO.com
Today’s plan. Tomorrow’s wealth.

Investing involves risk, including loss of principal.

05/08/2026

🎓🏆 Investing in the Future of Our Community 🏆🎓

Smith Asset Management Company and Smith Law Firm are proud to recognize two outstanding Chiefland High School student-athletes for their hard work, dedication, and commitment both on and off the field.

💼 Smith Asset Management Company Scholarship Recipient: Jolan Doty presented by Stephen Smith
⚖️ Smith Law Firm Scholarship Recipient: Hunter Boyd presented by Shannon Smith

These young men exemplify the discipline, leadership, and perseverance it takes to succeed—not only in athletics, but in life. We are honored to support them as they take the next step toward their futures.

Congratulations, Jolan and Hunter! We look forward to seeing all that you accomplish. 👏

05/07/2026

FRS Employees — This Decision Is Bigger Than You Think.

If you’re considering DROP, timing matters.

A single decision could impact your retirement income for years to come.

Before you make a move—let’s talk.

We help Florida Retirement System employees understand their options, maximize benefits, and avoid costly mistakes.

🚨 Don’t DROP before we talk.

Investment advisory services offered through Smith Asset Management Company, a Registered Investment Advisor.