Sean Smith - Financial Advisor at The Retirement Coach

Sean Smith - Financial Advisor at The Retirement Coach Sean Smith is a financial advisor who works with individuals, families and small businesses. The Retirement Coach is an independent financial services company.

We believe in sophisticated investing where the traditional stock to bond allocation is outdated and diversification beyond traditional asset allocation is essential for success. While alternative asset classes include risk, The Retirement Coach believes that allocating a portion of assets into alternative asset classes can help offset certain market risks in volatile markets while continuing to s

eek growth throughout all market conditions. With stocks and bonds down simultaneously in 2022. This was a great example of why The Retirement Coach believes alternatives should be considered in a portfolio. These asset classes include sectors like multi family, industrial, self-storage, private equity and more. Sean Smith offers Securities through the Strategic Financial Alliance, Inc (SFA), member FINRA, SIPC, and Advisory Services through Strategic Blueprint, LLC as a Registered Representative and Registered Investment Adviser Representative, respectively. SFA and Strategic Blueprint are affiliated through common ownership but otherwise unaffiliated with The Retirement Coach. Supervisory Office 678.954.4000 Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site. Investments in securities involve risk, including the potential loss of principal invested.

Stocks snapped a four-week win streak Friday, August 19, 2022. What’s it mean to retirement investing or building a lega...
08/20/2022

Stocks snapped a four-week win streak Friday, August 19, 2022. What’s it mean to retirement investing or building a legacy?

Stocks have soared lately, but what should you expect near and long-term?
08/13/2022

Stocks have soared lately, but what should you expect near and long-term?

Stocks rose more than 4% for the week ended July 29, 2022 despite bad economic news.
07/30/2022

Stocks rose more than 4% for the week ended July 29, 2022 despite bad economic news.

Volatility in the stock market has increased. Recently, we actually had down days of -3.6% and -4% in the stock market.
07/28/2022

Volatility in the stock market has increased. Recently, we actually had down days of -3.6% and -4% in the stock market.

Volatility in the stock market has increased. Recently we actually hit some down days of -3.6% and -4% in the stock market. That shakes people up. But remember why you bought stocks.

Amid bad data releases, leading economists predict no recession.
07/23/2022

Amid bad data releases, leading economists predict no recession.

After inflation, retail sales declined three-tenths of 1% in the past 12 months. On the news, the stock market shot up n...
07/16/2022

After inflation, retail sales declined three-tenths of 1% in the past 12 months. On the news, the stock market shot up nearly +2%.

Address

1585 Kapiolani Boulevard, STE 1650
Honolulu, HI
96814

Telephone

+18085220100

Website

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