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MJS Blog

How Should You Pay Your Wealth Advisor?

November 7, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Financial advisor compensation is on the minds of cost-conscious investors seeking access to high-quality financial advice. In this post, learn the three most popular methods of advisor compensation, the pros and cons of each, other important factors to consider, and how M.J. Smith & Associates charges clients.

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Getting the Biggest Bang for Your Credit Card Buck

October 17, 2019
Alexa Kane, CFP®, CDFA™

As your financial advisors, we certainly don’t advocate overuse of your credit card to the point you can’t pay off your balance every month; however, using a credit card wisely could offer some perks you may not be aware of. Here are some the benefits your credit card company may offer.

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File vs. Shred: How Long Do You Need to Keep Important Documents?

October 3, 2019
Jacob Jaegle, CFP®

If you’re thinking about cleaning up your files and records to make next year’s tax filing process easier, we have some tips on what you need to keep and for how long. We'll also talk about the benefit of RJ Vault.

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Who Do You Trust? Protecting Your Investments

September 19, 2019
Alexa Kane, CFP®, CDFA™

Financial fraud and exploitation are growing problems in the U.S., especially for our aging population. Protecting all of our investors, but especially those who are most vulnerable, is a top priority for M.J. Smith & Associates. Learn why naming a trusted contact is so important and the specific role this person plays.

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Why Interest Rates Should Interest You

September 9, 2019
Drew Barnes, CFP®

Interest rates are always a hot topic across the investment landscape. They affect the decisions you make with money in many ways, some more obvious than others. In this post, learn about current trends and how we feel about the news surrounding an inverted yield curve.

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Patience, Grasshopper!

August 8, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Investors often express anxiousness about investing in the S&P 500 citing its volatility. Yes, there is volatility, but here’s what we know to be true: many factors affect the stock market. It’s important to put down our microscopes and take a step back. What is the big picture telling us?

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Doing Our Due Diligence

July 18, 2019
Jacob Jaegle, CFP®

Do you ever wonder how we decide what investment options will provide the best opportunities for our clients? We follow a defined process and are able to leverage extensive research capabilities. In this post, learn about the process that goes into the investment selections we make for our clients..

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Independence: Worth Celebrating!

July 2, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

As the 4th of July approaches, we are all reminded how important the concept of “independence” is. For our firm, independence has a special meaning.

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M.J. Smith & Associates' 2019 Women’s Series Continues

June 6, 2019
Alexa Kane, CFP®, CDFA™

At the beginning of 2019, we announced a series of women’s events, designed to provide social interaction, education and a chance to give back to the community. This post summarizes the two enriching events held so far and outlines the two events to come. We'd love to have you join us.

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Click. Book. Meet. Scheduling An Appointment With Us Has Never Been Easier

May 23, 2019
Tom Jacobsen, MBA

You’re busy. We get it - and that’s why we’ve made it more convenient to schedule an appointment with us. Learn about the new online feature in this post.

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Getting the Biggest Bang for Your Credit Card Buck

October 17, 2019
Alexa Kane, CFP®, CDFA™

As your financial advisors, we certainly don’t advocate overuse of your credit card to the point you can’t pay off your balance every month; however, using a credit card wisely could offer some perks you may not be aware of. Here are some the benefits your credit card company may offer.

Read More

File vs. Shred: How Long Do You Need to Keep Important Documents?

October 3, 2019
Jacob Jaegle, CFP®

If you’re thinking about cleaning up your files and records to make next year’s tax filing process easier, we have some tips on what you need to keep and for how long. We'll also talk about the benefit of RJ Vault.

Read More

Who Do You Trust? Protecting Your Investments

September 19, 2019
Alexa Kane, CFP®, CDFA™

Financial fraud and exploitation are growing problems in the U.S., especially for our aging population. Protecting all of our investors, but especially those who are most vulnerable, is a top priority for M.J. Smith & Associates. Learn why naming a trusted contact is so important and the specific role this person plays.

Read More

Why Interest Rates Should Interest You

September 9, 2019
Drew Barnes, CFP®

Interest rates are always a hot topic across the investment landscape. They affect the decisions you make with money in many ways, some more obvious than others. In this post, learn about current trends and how we feel about the news surrounding an inverted yield curve.

Read More

Patience, Grasshopper!

August 8, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Investors often express anxiousness about investing in the S&P 500 citing its volatility. Yes, there is volatility, but here’s what we know to be true: many factors affect the stock market. It’s important to put down our microscopes and take a step back. What is the big picture telling us?

Read More

Doing Our Due Diligence

July 18, 2019
Jacob Jaegle, CFP®

Do you ever wonder how we decide what investment options will provide the best opportunities for our clients? We follow a defined process and are able to leverage extensive research capabilities. In this post, learn about the process that goes into the investment selections we make for our clients..

Read More

Why Interest Rates Should Interest You

September 9, 2019
Drew Barnes, CFP®

Interest rates are always a hot topic across the investment landscape. They affect the decisions you make with money in many ways, some more obvious than others. In this post, learn about current trends and how we feel about the news surrounding an inverted yield curve.

Read More

Patience, Grasshopper!

August 8, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Investors often express anxiousness about investing in the S&P 500 citing its volatility. Yes, there is volatility, but here’s what we know to be true: many factors affect the stock market. It’s important to put down our microscopes and take a step back. What is the big picture telling us?

Read More

Doing Our Due Diligence

July 18, 2019
Jacob Jaegle, CFP®

Do you ever wonder how we decide what investment options will provide the best opportunities for our clients? We follow a defined process and are able to leverage extensive research capabilities. In this post, learn about the process that goes into the investment selections we make for our clients..

Read More

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