RB Smith

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RB Smith Our vision is to build a long-term relationship together. We believe that investing is never an end in itself, but rather a means to help you reach your goals.

As experienced and knowledgeable financial advisors, we aim to accomplish this through education, training, integrity and outstanding client service. What matters in the end is not the securities you select or the strategies you pursue, but whether your financial portfolio enables you to live the life you’ve envisioned. The independent advisors at R.B. Smith Co. provide financial planning and investment advice based on a thorough understanding of your unique circumstances and philosophy about wealth management. a. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section
above. b. Third party posts found on this profile do not reflect the view of
LPL Financial and have not been reviewed by LPL Financial as to
accuracy or completeness. c. For a list of states in which I am/we are registered to do business,
please visit www.rbsmithinc.com

⚖️ Financial Fact FridayFact: Market movement can gradually change a portfolio’s allocation from its original targets.👉 ...
10/16/2026

⚖️ Financial Fact Friday

Fact: Market movement can gradually change a portfolio’s allocation from its original targets.

👉 Takeaway: A periodic review can help determine whether your investments remain aligned with your goals, time horizon and comfort with risk. Diversification and rebalancing do not ensure a profit or protect against loss, and potential tax consequences and transaction costs should be considered before making changes.

📋 Financial Fact FridayFact: Beneficiary designations on retirement accounts and insurance policies may take precedence ...
10/09/2026

📋 Financial Fact Friday

Fact: Beneficiary designations on retirement accounts and insurance policies may take precedence over instructions contained in a will.

👉 Takeaway: Consider reviewing your beneficiaries after major life changes such as marriage, divorce, retirement, a birth or a death. Estate documents and beneficiary forms serve different purposes, so both may need periodic review with the appropriate professionals.

Preserve Your Legacy: Important Financial Documents Your Adult Children Should Understand
10/05/2026

Preserve Your Legacy: Important Financial Documents Your Adult Children Should Understand

Many parents may feel it is unnecessary to inform their adult children about their personal, financial affairs. However, as your children grow older, it can work to your advantage—and that of your entire family— to share with them key...

📅 Financial Fact FridayFact: Certain employer benefits, such as Flexible Spending Accounts (FSAs), may have year-end dea...
10/02/2026

📅 Financial Fact Friday

Fact: Certain employer benefits, such as Flexible Spending Accounts (FSAs), may have year-end deadlines that affect unused funds.

👉 Takeaway: Reviewing workplace benefits before year-end can help you understand important deadlines and available options.

🏡 Financial Fact FridayFact: Estate planning can include documents such as wills, powers of attorney, and healthcare dir...
09/25/2026

🏡 Financial Fact Friday

Fact: Estate planning can include documents such as wills, powers of attorney, and healthcare directives, regardless of age or net worth.

👉 Takeaway: Having important legal documents in place may help provide clarity during unexpected life events.

🌎 Financial Fact FridayFact: Diversification involves spreading investments across different asset classes and sectors. ...
09/18/2026

🌎 Financial Fact Friday

Fact: Diversification involves spreading investments across different asset classes and sectors. While it does not guarantee a profit or protect against loss, it may help manage portfolio risk.

👉 Takeaway: Understanding how diversification works is a key part of investment education.

Address

554 Vale Park Road
Valparaiso, IN
46385

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12194623630

Website

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