SMC Wealth Management

SMC Wealth Management

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Insuring Your Business Against Cyber Liability 11/24/2025

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

Insuring Your Business Against Cyber Liability 90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

How Financial Professionals Are Compensated 11/19/2025

Investors should understand the ways in which financial professionals are compensated for the services they provide.

How Financial Professionals Are Compensated Read this overview to learn how financial advisors are compensated.

The ABCs of Zero Coupon Bonds 11/14/2025

Could your portfolio benefit from a zero-coupon bond?

The ABCs of Zero Coupon Bonds Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

A Home Insurance Claim: To File Or Not To File 11/10/2025

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

A Home Insurance Claim: To File Or Not To File Learn when it may not make sense to file a claim on your home insurance.

Monthly Market Insights | November 2025 11/07/2025

October marked the sixth straight month of gains for U.S. markets, with the Nasdaq gaining 4.70% and the S&P 500 climbing 2.27%, powered by strong Q3 corporate earnings that overcame government shutdown concerns and trade tensions. The Fed delivered a quarter-point rate cut on October 29, though Chair Powell signaled a December adjustment wasn't a "foregone conclusion." As families prepare for Thanksgiving, last year's feast for 10 averaged \$58.08, with the turkey alone representing 43% of the total cost at \$25.67.

Monthly Market Insights | November 2025 Monthly Market Insights | November 2025 U.S. Markets Stocks advanced for the sixth consecutive month in October as major averages pushed through a government shutdown and trade jitters. Robust Q3 corporate results drove momentum over a month that is notorious for market declines. The Standard & Poor...

11/05/2025

Ben Franklin used compound interest to make big contributions to his two favorite cities.

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215 Avenida Del Mar, Ste. B
San Clemente, CA
92672

Opening Hours

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