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SMS Capital Management, LLC | Growing & Preserving Your Long-Term Wealth

Book & Blog. Book & Blog. Growing and Preserving Your Long-Term Wealth. A Natural Disaster Doesn't Mean Financial Disaster. While Houstonians are no strangers to the destruction caused by natural disasters, last week’s intense storms and devastating floods served as a stark reminder. Some were not as fortunate as others as the rising floodwaters severely damaged countless homes and other property. Our hearts and thoughts go out to all. Subscribe to our Publications. A Wallet in the Sock.

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SMS Capital Management

Steven Sheldon

4138 No●●●●●●●n Place

Ho●●on , Texas, 77098

United States

713●●●769

ss●●●●●●@houston.rr.com

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SMS Capital Management

Steven Sheldon

4138 No●●●●●●●n Place

Ho●●on , Texas, 77098

United States

713●●●769

ss●●●●●●@houston.rr.com

View this contact

SMS Capital Management

Steven Sheldon

4138 No●●●●●●●n Place

Ho●●on , Texas, 77098

United States

713●●●769

ss●●●●●●@houston.rr.com

View this contact

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SMS Capital Management, LLC | Growing & Preserving Your Long-Term Wealth | smscap.com Reviews

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Book & Blog. Book & Blog. Growing and Preserving Your Long-Term Wealth. A Natural Disaster Doesn't Mean Financial Disaster. While Houstonians are no strangers to the destruction caused by natural disasters, last week’s intense storms and devastating floods served as a stark reminder. Some were not as fortunate as others as the rising floodwaters severely damaged countless homes and other property. Our hearts and thoughts go out to all. Subscribe to our Publications. A Wallet in the Sock.

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1 menu

2 about the firm

3 about the founder

4 services

5 investment management

6 financial advisory services

7 media

8 the wits review

9 what is wits

10 market commentary

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SMS Capital Management, LLC | Growing & Preserving Your Long-Term Wealth | smscap.com Reviews

https://smscap.com

Book & Blog. Book & Blog. Growing and Preserving Your Long-Term Wealth. A Natural Disaster Doesn't Mean Financial Disaster. While Houstonians are no strangers to the destruction caused by natural disasters, last week’s intense storms and devastating floods served as a stark reminder. Some were not as fortunate as others as the rising floodwaters severely damaged countless homes and other property. Our hearts and thoughts go out to all. Subscribe to our Publications. A Wallet in the Sock.

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smscap.com

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SMS Capital Management | Wealth Management

http://www.smscap.com/investment-management

Houston, TX - Growing and Preserving Your Long Term Wealth. News and Press Mentions. SMS has an objective, practical and personalized approach to providing investment management services, always putting the client’s needs first. The following are cornerstones to our approach:. Client portfolios and fund managers are continually monitored by SMS for deviations from targeted objectives or other changes that might expose clients to unanticipated risks. A fund manager’s investment style, risk tolerance, ...

2

SMS Capital Management | Financial Advisory Services

http://www.smscap.com/financial-advisory-services

Houston, TX - Growing and Preserving Your Long Term Wealth. News and Press Mentions. SMS’s financial advisory services may include:. Retirement planning and goal attainment analysis. Are you on the right track to reach your long term goals? College educational funding requirements and strategies. Do you know how much you’ll need to pay for kid(s) education? Are you using the most tax efficient vehicles to do so? Do you have a plan to reach your goals? Cash flow and tax planning. Steven M. Sheldon, CFA.

3

SMS Capital Management | What is WITS?

http://www.smscap.com/what-is-wits

Houston, TX - Growing and Preserving Your Long Term Wealth. News and Press Mentions. WITS stands for Wallet in the Sock. It is also my financial planning philosophy that I describe in my book –. A Wallet in the Sock Lessons in Personal Finance from Me, My Dad and Enron. In the book, I take a personal anecdote involving my dad’s unorthodox vacation planning techniques and turn it into a powerful metaphor for achieving financial security and peace of mind. Some basic tenets of WITS include:. Steven Sheldon...

4

SMS Capital Management | The WITS Review

http://www.smscap.com/the-wits-review

Houston, TX - Growing and Preserving Your Long Term Wealth. News and Press Mentions. Steven M. Sheldon, CFA. Steven Sheldon has over twenty years of professional finance and investment experience. Subscribe to our newsletter. News and Press Mentions. A Wallet in the Sock. By Steven M. Sheldon, CFA. A Wallet in the Sock (WITS ). Will help you keep your wits about you! Download Two Free Chapters. Learn More About WITS. 713623.1534 info@smscap.com.

5

SMS Capital Management | Media

http://www.smscap.com/media

Houston, TX - Growing and Preserving Your Long Term Wealth. News and Press Mentions. Steven Sheldon, principal of SMS Capital Management, is frequently quoted or published in national and local financial news sources:. Leveraged Finance News Energy Future Ch. 11 Will Mostly Boost Distressed. Leveraged Finance News Energy Companies Fuel Up on High Yield Bonds. Houston Chronicle Editorial Time to rebalance life portolio. Financial Advisor Magazine Shaking Off a Bad Case of Portolio Paralysis. TheStreet&#46...

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SMS Capital Management, LLC | Growing & Preserving Your Long-Term Wealth

Book & Blog. Book & Blog. Growing and Preserving Your Long-Term Wealth. A Natural Disaster Doesn't Mean Financial Disaster. While Houstonians are no strangers to the destruction caused by natural disasters, last week’s intense storms and devastating floods served as a stark reminder. Some were not as fortunate as others as the rising floodwaters severely damaged countless homes and other property. Our hearts and thoughts go out to all. Subscribe to our Publications. A Wallet in the Sock.

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