Daniel Smyth

About Daniel Smyth

Daniel Smyth is a Lead Advisor for North Berkeley clients. He is well-versed in financial strategy and works with clients to develop financial plans and implement investment strategies to reach their long-term goals.

Legacy Planning for Digital Assets

By |2024-06-21T14:49:26-07:00June 21st, 2024|

As we continue to rely on technology to make our lives more convenient, our digital asset landscape is becoming more relevant than ever. Including language in your estate plan that covers digital assets is an increasingly common practice to provide clarity over who has legal authority.  

Student Loans As a Planning Tool

By |2024-03-01T13:59:02-08:00March 1st, 2024|

Even when you have sufficient assets to cover the cost of college, it doesn’t automatically mean that now is the best time to use them. There are still timing considerations that can significantly impact both taxes and liquidity. One strategy to consider in these scenarios is having your child take out student loans.

Powered By the Sun

By |2024-01-26T13:40:29-08:00November 17th, 2023|

Taking steps to develop independence from the power grid saves energy and money and can also bring you peace of mind. Whether you are ready to make the change to solar energy or just beginning to explore your options, we can help you understand your financial landscape and provide support as you engage with experts to assess your personal situation.

Charitable Gifting in a Volatile World

By |2023-11-10T15:56:24-08:00October 13th, 2023|

Donor Advised Funds (DAFs) are powerful tools for charitable giving and legacy planning. They help with organizing a giving strategy, allow for potential asset growth, benefit yearly tax planning, and help mitigate gains from appreciated stock.

Back to the Future: Electric Vehicles

By |2023-02-17T13:54:34-08:00January 27th, 2023|

If you enjoy having the latest technology and you’re willing to pay a slight premium for that experience, or you hate paying for gas and like the idea of fighting against climate change, then the new landscape of EVs provides some enticing options.

Tender Offers: The New IPO

By |2021-11-19T14:28:13-08:00November 5th, 2021|

Tender offers provide employees of pre-IPO companies the opportunity to sell some shares while a company is still private. It's a strategy the benefits both the company and its employees.

Donor Advised Funds

By |2023-03-07T14:04:06-08:00December 29th, 2020|

Donor Advised Funds are powerful tools for legacy planning, can also benefit tax planning, and help mitigate gains from appreciated stock.