At M.J. Smith & Associates, we help our clients create financial and life plans that reflect their unique situations while supporting and celebrating their hopes and goals. Our goal is to help you lead the life you choose by providing the competent, ethical financial advice you may need to be successful in today’s volatile markets.
Our professional team of advisors is experienced at integrating tax1, investment, and financial strategies into thoughtful, holistic financial plans. In addition, as a Registered Investment Adviser, we act as fiduciaries, placing our clients’ best interests ahead of our own.
Ready to take control of your financial life? We are ready to help. Get started by scheduling a complimentary, non-obligatory meeting or portfolio review. It is our privilege to serve you.
A new tax deduction from the recent Tax Cuts & Jobs Act is a huge tax break for many business owners, yet complicated to understand. In this post we will look closely at what the 199A deduction is, what it means for businesses, and how to use strategies to help optimize deductions.
Read More
This last of a two-part post explains some of the ways the industry applies an organization’s Environmental, Social and Governance (ESG) ratings into sustainable investment strategies. It discuss how investors can incorporate a range of investment solutions that utilize these strategies to varying degrees.
Read MoreA new tax deduction from the recent Tax Cuts & Jobs Act is a huge tax break for many business owners, yet complicated to understand. In this post we will look closely at what the 199A deduction is, what it means for businesses, and how to use strategies to help optimize deductions.
Read MoreThis last of a two-part post explains some of the ways the industry applies an organization’s Environmental, Social and Governance (ESG) ratings into sustainable investment strategies. It discuss how investors can incorporate a range of investment solutions that utilize these strategies to varying degrees.
Read More
In this first of a two-part post, I bring sustainable investing into tighter focus. I'll introduce a few key terms and summarize how sustainable investment priorities may vary depending on individual goals.
Read MoreA new tax deduction from the recent Tax Cuts & Jobs Act is a huge tax break for many business owners, yet complicated to understand. In this post we will look closely at what the 199A deduction is, what it means for businesses, and how to use strategies to help optimize deductions.
READ MORE
