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MJS Blog

Understanding the Child Care Contribution Tax Credit: A Follow Up

May 28, 2020
Drew Harper, CFA, CFP®

In December 2019, we introduced you to the Colorado Child Care Contribution Tax Credit (CCTC). This post explains the benefits of making a contribution with a qualifying charitable distribution from an IRA, which can be significant for taxpayers over 70 1/2.

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Avoiding Investment Mistakes in an Election Year

May 14, 2020
Jacob Jaegle, CFP®

This post looks at data trends from the 22 elections since 1932 and gives insights surrounding the idea that there's a correlation between election years and market performance. These insights also shed light on some common mistakes investors make during election years.

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Social Security and Divorce: What Everyone Should Know

April 23, 2020
Alexa Kane, CFP®, CDFA™

The benefits you’re able to collect from Social Security following a divorce may impact your individual retirement plan. Learn how an ex-spouse can qualify for benefits on the earnings of their former spouse and some divorce-related Social Security issues.

READ MORE

Highlights of the Coronavirus Aid, Relief, and Economic Security (CARES) Act

April 9, 2020
Jacob Jaegle, CFP®

The CARES Act was just passed in order to stymie an economic downfall resulting from the Coronavirus. There are several significant portions in the bill which may benefit you.

READ MORE

Disciplined Patience

April 2, 2020
Drew Barnes, CFP®

This is a blog post we like to revisit each year as a reminder to help keep our clients invested, particularly during turbulent times. It's fascinating to see how updated data and information still support a message our team has held for years.

READ MORE

Making the Most of Your Charitable Deductions

March 23, 2020
Alexa Kane, CFP®, CDFA™

The Tax Cuts and Jobs Act (TCJA) dramatically changed how charitable contributions are deducted. This major change has created new opportunities for multi-year tax planning. Here are a few strategies that might be right for you.

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What a Week it Was!

March 3, 2020
Drew Harper, CFA, CFP®

Well, last week was interesting, wasn’t it? Many headlines made conversations in the office and at home pretty gripping. Read this post to see how the recent volatility lies within the bigger picture.

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You Could Do Your Own Financial Planning, But Should You?

February 26, 2020
Drew Harper, CFA, CFP®

With today's advanced technology, it's possible to manage your own investments, but you may still be left wondering if you’ve done the right thing. Your financial future isn’t something you should second guess or underperform.

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The SECURE Act: What Does It Mean for You?

February 6, 2020
Jacob Jaegle, CFP®

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed late last year. There are some significant points in the law change that have been covered extensively in the media, but there are a myriad of smaller changes that are noteworthy as well.

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A Look Ahead: What Does 2020 Have in Store for Us?

January 28, 2020
Mark J. Smith, CFP®, CPA/PFS, CIMA®

The market’s story is always unfolding. Looking at historical data once again, and adding 2019 into the mix, what should we expect for 2020? Should we run to cash?

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Avoiding Investment Mistakes in an Election Year

May 14, 2020
Jacob Jaegle, CFP®

This post looks at data trends from the 22 elections since 1932 and gives insights surrounding the idea that there's a correlation between election years and market performance. These insights also shed light on some common mistakes investors make during election years.

Read More

Social Security and Divorce: What Everyone Should Know

April 23, 2020
Alexa Kane, CFP®, CDFA™

The benefits you’re able to collect from Social Security following a divorce may impact your individual retirement plan. Learn how an ex-spouse can qualify for benefits on the earnings of their former spouse and some divorce-related Social Security issues.

Read More

Highlights of the Coronavirus Aid, Relief, and Economic Security (CARES) Act

April 9, 2020
Jacob Jaegle, CFP®

The CARES Act was just passed in order to stymie an economic downfall resulting from the Coronavirus. There are several significant portions in the bill which may benefit you.

Read More

Disciplined Patience

April 2, 2020
Drew Barnes, CFP®

This is a blog post we like to revisit each year as a reminder to help keep our clients invested, particularly during turbulent times. It's fascinating to see how updated data and information still support a message our team has held for years.

Read More

Making the Most of Your Charitable Deductions

March 23, 2020
Alexa Kane, CFP®, CDFA™

The Tax Cuts and Jobs Act (TCJA) dramatically changed how charitable contributions are deducted. This major change has created new opportunities for multi-year tax planning. Here are a few strategies that might be right for you.

Read More

What a Week it Was!

March 3, 2020
Drew Harper, CFA, CFP®

Well, last week was interesting, wasn’t it? Many headlines made conversations in the office and at home pretty gripping. Read this post to see how the recent volatility lies within the bigger picture.

Read More

Disciplined Patience

April 2, 2020
Drew Barnes, CFP®

This is a blog post we like to revisit each year as a reminder to help keep our clients invested, particularly during turbulent times. It's fascinating to see how updated data and information still support a message our team has held for years.

Read More

Making the Most of Your Charitable Deductions

March 23, 2020
Alexa Kane, CFP®, CDFA™

The Tax Cuts and Jobs Act (TCJA) dramatically changed how charitable contributions are deducted. This major change has created new opportunities for multi-year tax planning. Here are a few strategies that might be right for you.

Read More

What a Week it Was!

March 3, 2020
Drew Harper, CFA, CFP®

Well, last week was interesting, wasn’t it? Many headlines made conversations in the office and at home pretty gripping. Read this post to see how the recent volatility lies within the bigger picture.

Read More

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