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MJS Blog

Understanding the Child Care Contribution Tax Credit

December 5, 2019
Drew Harper, CFA, CFP®

The Colorado Child Care Contribution Tax Credit (CCTC) was established to encourage greater private support of Colorado child care programs. For Colorado residents, the CCTC can offer significant tax savings, but you must act before the end of the year. Learn about the requirements and restrictions in this post.

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History 101: A Tale of Two Decades

November 21, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Watching the S&P 500 and its fluctuation can make people feel a little anxious. We know from studying the markets over the last 20 years that there will be highs and lows, but we also learn that market timing does not work. Read the tale in our post.

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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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History 101: A Tale of Two Decades

November 21, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Watching the S&P 500 and its fluctuation can make people feel a little anxious. We know from studying the markets over the last 20 years that there will be highs and lows, but we also learn that market timing does not work. Read the tale in our post.

Read More

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.

Read More

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

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

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