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MJS Blog

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
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.

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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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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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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

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

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

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