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Protecting Your Investments With a Trusted Contact | M.J. Smith & Associates

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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Why Single Women Need to Up Their Retirement Planning Game

May 2, 2019
Alexa Kane, CFP®, CDFA™

There are multiple reasons women are behind the eight ball when it comes to retirement preparation and savings. Read why retirement planning is especially hard for single women and what they can do to improve their odds of successfully financing that season of life.

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"Stand Up and Be Proud"

April 25, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

What our team does makes a difference to a lot of people. We are very proud of that and it is the reason why we wanted to share this announcement in my latest blog post.

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Does Your Real Estate Rental Income Qualify for a QBI Deduction?

April 10, 2019
Drew Barnes, CFP®

There are many requirements that must be met to qualify for the Qualified Business Income (QBI) tax deduction. One area that has raised questions is that of real estate rental income. Learn the special considerations in our latest post.

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Why Single Women Need to Up Their Retirement Planning Game

May 2, 2019
Alexa Kane, CFP®, CDFA™

There are multiple reasons women are behind the eight ball when it comes to retirement preparation and savings. Read why retirement planning is especially hard for single women and what they can do to improve their odds of successfully financing that season of life.

Read More

"Stand Up and Be Proud"

April 25, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

What our team does makes a difference to a lot of people. We are very proud of that and it is the reason why we wanted to share this announcement in my latest blog post.

Read More

Does Your Real Estate Rental Income Qualify for a QBI Deduction?

April 10, 2019
Drew Barnes, CFP®

There are many requirements that must be met to qualify for the Qualified Business Income (QBI) tax deduction. One area that has raised questions is that of real estate rental income. Learn the special considerations in our latest post.

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How the New Tax Law May Affect You—and How to Possibly Lower Your Bill Next Year

March 21, 2019
Jacob Jaegle, CFP®

The jury is still out on how the Tax Cuts and Jobs Act (TCJA) will impact the average American tax return. Here’s a rundown of the changes that may have impacted you in 2018. It’s never too early to start thinking about next year.

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Even Scholarly Statistics Can Be Their Own Form of Click Bait

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

Click bait – those online headlines you can’t resist. Even scholarly statistics can be twisted in a way that tells a story the author wants you to hear. This post shares a timely example and the lesson to walk away with.

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For Love & Money: Successfully Pursuing Financial Goals as a Young Couple

February 21, 2019
Drew Barnes, CFP®

Studies show that for a majority of Millennial couples, financial decisions are a source of tension. Sharing financial goals and then planning for them is critical to achieving financial peace of mind. This post shares some guidelines to get the conversation rolling.

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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.

Read More

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.

Read More

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.

Read More

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