Cason Smith, Managing Associate

Cason Smith, Managing Associate Guiding busy families, medical professionals, and business owners toward their financial and time freedom. PAS is a wholly owned subsidiary of Guardian.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1700 Summit Lake Drive, Suite 200 Tallahassee, FL 32317, 850-562-9075. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Strategic Wealth Specialists, LLC is not an affiliate

or subsidiary of PAS or Guardian. CA Insurance License Number - 2082760. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
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As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
06/23/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

The benefits of whole life insurance aren’t typically widely known, and there can be a lot of misconceptions. But it can...
06/16/2026

The benefits of whole life insurance aren’t typically widely known, and there can be a lot of misconceptions. But it can address financial concerns that many Americans have.

Whole life insurance is widely misunderstood but offers coverage that lasts a lifetime and rates that won’t increase

You could really use a vacation to relax and recharge, but the idea of paying for it all has you putting your plans on h...
06/09/2026

You could really use a vacation to relax and recharge, but the idea of paying for it all has you putting your plans on hold. Check out these simple budgeting tips and start planning your getaway now.

Feeling stressed? A vacation might be just what you need. Here are some simple steps you can take to help make it affordable.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

\$100 not spent is more like \$143. Intrigued?
06/02/2026

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
05/26/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
05/19/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Retirement may change your perception of investment risk.
05/12/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/11/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

You work hard for your money, but when your paycheck comes you may notice that you don’t get to keep it all. Why does yo...
05/05/2026

You work hard for your money, but when your paycheck comes you may notice that you don’t get to keep it all. Why does your take-home pay shrink? And what do all those deductions mean? Here’s a brief guide

Here’s a brief guide to the common deductions and withholdings you see each payday

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