SMS Capital Management

Houston, TX - Growing & Preserving Your Long Term Wealth

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2016 Market Commentary Video

July 11, 2016 By Steven M. Sheldon, CFA, CFP(R)

In this video, Steven recaps the first half of 2016 markets and gives his thoughts on portfolio allocation going forward.

Filed Under: Video Interviews

Read More from Steven M. Sheldon, CFA

  • Case Studies
  • Financial Planning Tips
  • Market Commentary
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  • Video Interviews
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Most Popular Articles

  • Second Quarter 2018 Market Commentary
  • 2018 Second Half Market Commentary
  • Third Quarter 2018 Market Commentary
  • The Jerry Seinfield Portfolio
  • Using Roth Conversions to Preserve your Retirement Assets

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A Wallet in the Sock

by Steven M. Sheldon, CFA A Wallet in the Sock (WITS™) will help you keep your wits about you! Steven M. Sheldon takes a personal anecdote involving his dad's unorthodox vacation planning techniques and turns it into a powerful, new metaphor for achieving financial security and peace of mind.
Download Two Free Chapters

Learn More About WITS

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