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Chad Smith

As seen in: Financial Symmetry: Balancing Today with Retirement, Justia Dockets & Filings, BiggerPockets, O'Dwyer's PR News, One News Page, The Daily News of Newburyport, Ag Update, Farm and Ranch Guide, Traders Magazine, IRIS.xyz, Advisorpedia's The Week Ahead Podcast, Powered by Tematica Research and
NC State alum | Raleigh Financial Advisor @TeamFSINC | Not the Red Hot Chili Peppers drummer
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Articles

Changing Jobs? Don't Accept an Offer Until You've Considered These 10 Financial Factors

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By Chad Smith
| Advisorpedia
Written by: Angela Keeley-White Whether you’re considering a career change for higher pay, better flexibility, or a role that aligns more closely with your goals, keep in mind that starting a new job doesn’t just impact your day-to-day work. Behind the scenes, there are several financial factors that can significantly impact your short- and long-term goals. We’ve included a downloadable checklist at the end of this post that covers the most important considerations when changing jobs.
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Investing Through Chaos: Lessons From a Resilient First Quarter in 2026

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By Chad Smith
| Advisorpedia
Written by: Colton Tickle and Mike Eklund The first quarter of 2026 brought a whirlwind of market events—geopolitical shocks, surging energy prices, and a notable shift away from mega-cap US growth stocks. Despite the turbulence, the markets proved remarkably resilient, underscoring the importance of diversification and a long-term approach. We discuss lessons investors can use to navigate uncertainty and build lasting wealth.
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Maximize Impact and Tax Efficiency With These Retirement Giving Strategies

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By Chad Smith
| Advisorpedia
Written by: Cameron Hendricks If supporting charitable causes close to your heart is part of your retirement plan, there are two popular options worth exploring: a donor-advised fund (DAF) and a qualified charitable distribution (QCD). Here’s what you need to know about each option and how to use a DAF or QCD in retirement. A donor-advised fund is an account dedicated to charitable giving. The preferred way of funding is to contribute appreciated stock from a brokerage account into the DAF.
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