Skip to content
  • T: 352.472.3220
  • F: 352.472.6854
  • T: 407.975.7526
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Greg Smith
    • Kristi Gibson
    • Adam Walker
    • Patricia Gleason
    • Our Partners
    • Why Work With a CFP
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Families and Individuals
    • Healthcare Professionals
    • Pre-Retirees
    • Retirees
  • Our Difference
    • Our Difference
    • Our Approach
    • Financial Planning
    • Investment Management
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
  • Financial Foundations
    • Financial Foundations
    • Seminar Recordings
    • Financial Foundation Podcast
  • Resources
    • Resources
    • Calculators
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Client Access Videos
    • Digital Account
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Worthwhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Greg Smith
    24836 W Newberry Rd Newberry, FL 32669-2233 T: 352.472.3220 F: 352.472.6854
    Map and Directions Map and Directions
  • Winter Park FL-EKV02
    174 W Comstock Avenue Suite 104 Winter Park, FL 32792-1004 T: 407.975.7526
    Map and Directions Map and Directions

Greg Smith

Raymond JamesRaymond James
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
    • Education
    • Fixed Income
    • Goal Planning
    • Housing
    • Investment Strategy
    • Longevity Planning
    • Retirement Planning
    • Women
  • Media
    • Article
The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle
Gold has glittered amidst storming markets
What makes gold a widely considered inflation hedge for shielding wealth?
Markets & Investing
Read
Read
The 21st century social connection paradox
Good or bad? With social media, it’s all about how you use it.
Technology & Innovation
Global giving
A guide to tax considerations and trusted partners.
Estate & Giving
Advance care planning: a loving act
Ensuring your loved one’s end-of-life wishes are honored.
Retirement & Longevity
Read
AI in digital advertising
The fine line between friend and foe.
Technology & Innovation
Read
Political noise continued to dominate headlines in May
6/2/2025
Tariff policies and tax and spending legislation provided plenty of fodder for markets to digest.
Markets & Investing
Read
How cyber savvy are you?
Cyberattacks are the nation’s fastest-growing crime. Review these tips for keeping your personal information safe.
Technology and Innovation
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Always here for you

Greg Smith

Raymond JamesRaymond James
  • 24836 W Newberry Rd Newberry, FL 32669-2233
  • T 352.472.3220
  • F 352.472.6854
  • Map & Directions
  • Map & Directions
  • 174 W Comstock Avenue Suite 104 Winter Park, FL 32792-1004
  • T 407.975.7526
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use

 

This website uses cookies to ensure you get the best experience on our website. By clicking ‘X’, you accept all cookies by default and exit the banner.
Manage preferences