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MJS Blog

The First Step to Understanding the New QBI Deduction of the TCJA

September 6, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

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.

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An Evidence-Based Approach to Sustainable Investing Part II: Degrees of “Doing Good”

August 22, 2018
Drew Harper, CFA, CFP®

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.

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An Evidence-Based Approach to Sustainable Investing -Part I: Setting the Sustainable Stage

August 16, 2018
Drew Harper, CFA, CFP®

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.

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As Investors, Who Really Has Your Best Interest?

August 8, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

In March, a ruling shut down a law that would have required investment advisers to act as fiduciaries. This means that investment advisers are not required to act in the best interest of the party whose assets they are managing. It’s more important than ever to make sure you ask the right questions of your financial advisor.

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What It Means to Be CIMA® Certified

August 1, 2018
Tom Jacobsen, MBA

There are hundreds of credentials in the marketplace, and we believe not all are created equal. In this blog post, I explain the rigorous requirements for a Certified Investment Management Analyst (CIMA®) professional, the members of our team who hold this credential, and what it means for you.

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Explore the Benefits of Using a Trustee Agent

July 18, 2018
Hannah Near, CPA

The role of trustee can be stressful, take up a lot of time, and be associated with a great deal of personal liability.This blog post highlights how the Raymond James Trust Company, as well as our team, can help with carrying out trustee duties.

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Tax Planning Resources

July 11, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

As we are now mid-way through 2018, evaluating and prioritizing your investments, savings and/or business initiatives to ensure alignment with the current tax code changes is key. Read this post for five resources to help with this.

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What to Consider If You Are Worried About a Downturn in the Stock Market

July 5, 2018
Drew Barnes, CFP®

When the stock market gets volatile, and the media focuses on negative forecasts, some investors may want to stay out of the market altogether or try to time the market when they fear a crash is imminent. If you sympathize with these investors, read this post.

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The National Debt and What That Means For You

June 15, 2018
Drew Barnes, CFP®

Gain a better understanding of key economic terms, bring the current context of deficit spending into better focus, and draw positive correlations between consumer vs. national debt.

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It’s a Bullish Market for Stock Buybacks and Dividends

June 6, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

There is a tremendous trend in corporate buybacks right now. In this blog post, I explain what a corporate buyback is, how it helps investors and shareholders, and what the current trends are for domestic companies.

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An Evidence-Based Approach to Sustainable Investing Part II: Degrees of “Doing Good”

August 22, 2018
Drew Harper, CFA, CFP®

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 More

An Evidence-Based Approach to Sustainable Investing -Part I: Setting the Sustainable Stage

August 16, 2018
Drew Harper, CFA, CFP®

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 More

As Investors, Who Really Has Your Best Interest?

August 8, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

In March, a ruling shut down a law that would have required investment advisers to act as fiduciaries. This means that investment advisers are not required to act in the best interest of the party whose assets they are managing. It’s more important than ever to make sure you ask the right questions of your financial advisor.

Read More

What It Means to Be CIMA® Certified

August 1, 2018
Tom Jacobsen, MBA

There are hundreds of credentials in the marketplace, and we believe not all are created equal. In this blog post, I explain the rigorous requirements for a Certified Investment Management Analyst (CIMA®) professional, the members of our team who hold this credential, and what it means for you.

Read More

Explore the Benefits of Using a Trustee Agent

July 18, 2018
Hannah Near, CPA

The role of trustee can be stressful, take up a lot of time, and be associated with a great deal of personal liability.This blog post highlights how the Raymond James Trust Company, as well as our team, can help with carrying out trustee duties.

Read More

Tax Planning Resources

July 11, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

As we are now mid-way through 2018, evaluating and prioritizing your investments, savings and/or business initiatives to ensure alignment with the current tax code changes is key. Read this post for five resources to help with this.

Read More

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