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MJS Blog

Witnessing the End of an Era

September 17, 2020
Jacob Jaegle, CFP®

Don Calcagni, CFP, MST, the Chief Investment Officer of Mercer Advisors, recently shared his thoughts on the current market with a nod to a well-diversified portfolio.

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Avoid the Headache of Giving the Wrong Person Your Estate

August 13, 2020
Jacob Jaegle, CFP®

While it's common to get financial plans reviewed regularly, estate plans are often less likely to get an annual checkup. Here are four easy steps you can take to ensure your wealth goes to your heirs of choice.

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M.J. Smith & Associates Joins Mercer Advisors

July 23, 2020
Mark J. Smith, CFP®, CPA/PFS, CIMA®

We have exciting news that M.J. Smith & Associates is now part of the Mercer Advisors wealth management firm. Read more in this post.

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What If the Market Goes Down Again?

July 2, 2020
Mark J. Smith, CFP®, CPA/PFS, CIMA®

As of this writing, the markets hit a low point for 2020 on March 23. While we hope the lowest point is behind us, we know and understand that the current market shifts can be nerve wracking for investors. This post outlines some important points to consider if you’re concerned.

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Client Access Features: Vault and Aggregation

June 23, 2020
Tyler Schaefer

The Vault and the Aggregation Tool are great features within the Client Access platform that can save time and energy down the road. Learn their advantages in this post.

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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.

READ MORE

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

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.

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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.

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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.

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Avoid the Headache of Giving the Wrong Person Your Estate

August 13, 2020
Jacob Jaegle, CFP®

While it's common to get financial plans reviewed regularly, estate plans are often less likely to get an annual checkup. Here are four easy steps you can take to ensure your wealth goes to your heirs of choice.

Read More

M.J. Smith & Associates Joins Mercer Advisors

July 23, 2020
Mark J. Smith, CFP®, CPA/PFS, CIMA®

We have exciting news that M.J. Smith & Associates is now part of the Mercer Advisors wealth management firm. Read more in this post.

Read More

What If the Market Goes Down Again?

July 2, 2020
Mark J. Smith, CFP®, CPA/PFS, CIMA®

As of this writing, the markets hit a low point for 2020 on March 23. While we hope the lowest point is behind us, we know and understand that the current market shifts can be nerve wracking for investors. This post outlines some important points to consider if you’re concerned.

Read More

Client Access Features: Vault and Aggregation

June 23, 2020
Tyler Schaefer

The Vault and the Aggregation Tool are great features within the Client Access platform that can save time and energy down the road. Learn their advantages in this post.

Read More

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.

Read More

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

Client Access Features: Vault and Aggregation

June 23, 2020
Tyler Schaefer

The Vault and the Aggregation Tool are great features within the Client Access platform that can save time and energy down the road. Learn their advantages in this post.

Read More

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.

Read More

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

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