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Resources & Events

First and foremost, we are dedicated to educating our clients - and that starts right here.

Our resources consist of an array of financial information – from monthly newsletters to recordings of our past educational seminars – intended to help you not only broaden your financial knowledge but enhance your financial confidence.  Be sure to visit this page often for the latest updates.

Firm Videos & Commentary

How Our Fund Screening Process Adds Fuel to the Active vs Passive Debate

Watch Financial Consultants Mark Smith, CFP®, CPA/PFS, CIMA® and Drew Harper, CFA®, CFP® pair this debate with recent research.

Watch

If the National Debt is in the Headlines, Then Household Net Worth Should Be, Too

Learn how the national debt is part of our economic process and draw positive correlations between consumer vs. national debt.

Watch

There’s a Chance You’ll Have to Retire Early – Stay Prepared

According to a recent survey, nearly half of retirees left the workplace sooner than they had planned. To help ensure you enjoy your soon-to-be retirement - especially as some situations happen unexpectedly – we have highlighted some key points that will help provide financial security later in life.

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Separating the News from the Noise

October 2018 headlines we found noteworthy.

Social Security Increases Benefits by 2.8% for 2019

The Social Security Administration is set to provide the largest cost of living adjustment (COLA) since 2012 for 67 million Americans.
HOW MUCH MORE WILL YOU GET IN JANUARY?

Year-End Tax Planning Strategies for Small Business Owners

Over the course of 2018, we’ve provided a lot of information about the new tax laws, particularly for small business owners. As we enter the final months of 2018, now is the time to start implementing strategies that can reduce your 2018 business tax bill.

CD vs. Savings Account: Which Is Best?

Many clients over the years have asked me how to park their emergency funds. Most notably, I recommend that my clients use a money market account to get strong interest and liquidity, so when an emergency does arise, your money is safely positioned for your best interest.

The New Homebuyer’s Guide to Success

In this seller’s market with a potential shortage of homes to choose from, prospective homebuyers will want to be extra vigilant and prepared as they begin the process to ensure they get the best value possible.

Social Security Increases Benefits by 2.8% for 2019

The Social Security Administration is set to provide the largest cost of living adjustment (COLA) since 2012 for 67 million Americans.

Year-End Tax Planning Strategies for Small Business Owners

Over the course of 2018, we’ve provided a lot of information about the new tax laws, particularly for small business owners. As we enter the final months of 2018, now is the time to start implementing strategies that can reduce your 2018 business tax bill.

CD vs. Savings Account: Which Is Best?

Many clients over the years have asked me how to park their emergency funds. Most notably, I recommend that my clients use a money market account to get strong interest and liquidity, so when an emergency does arise, your money is safely positioned for your best interest.

The New Homebuyer’s Guide to Success

In this seller’s market with a potential shortage of homes to choose from, prospective homebuyers will want to be extra vigilant and prepared as they begin the process to ensure they get the best value possible.

Opinions expressed in the attached articles are those of the author and are not necessarily those of Raymond James. Raymond James and M.J. Smith & Associates are not affiliated with MarketWatch or The Balance.  All opinions are as of this date and are subject to change without notice. Neither Raymond James nor its advisors provide tax advice. You should consult with a tax advisor in regards to your individual situation.

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Calendar & Events

Upcoming Seminars

Check back soon for our next seminar.

Past Seminars

Understanding the Tax Cuts and Jobs Act

2 hours, 2 minutes
Understanding the Tax Cuts and Jobs Act
Listen to Mark Smith, CFP®, CPA/PFS, CIMA® discuss how these sweeping tax changes will affect individuals, estates, trusts, corporations and small businesses.

Cyber Security 2-Part Seminar

Part 1: 49 minutes
Protection Against Identity Theft
with Cary Steven Johnsen, Director: Crime Prevention, 1st Judicial District Attorney's Office, Denver
Part 2: 55 minutes
Cyber Crime Against the Securities Industry
with Andy Zolper, Raymond James Chief Information Security Officer

Wealth Management 2-Part Seminar

Part 1: 1 hour, 25 minutes
Wealth Management Essentials Session 1
with Mark J. Smith, CFP®, CPA/PFS, CIMA® and Drew Harper, CFA, CFP®
Part 2: 1 hour, 23 minutes
Wealth Management Essentials Session 2
with Mark J. Smith, CFP®, CPA/PFS, CIMA® and Drew Harper, CFA, CFP®

Navigating Longevity: 5-Part Seminar

Part 1: 1 hour, 16 minutes
The Quality of Life: The Impact of Demographics, Technology and Culture
with John Diehl, SVP, Strategic Markets, Hartford Funds
Part 2: 1 hour, 21 minutes
Aging in Place: Housing, Technology and Care Management
with Kenna L. Quiller, Hudson Integrative
Part 3: 1 hour, 19 minutes
Social Security: Maximizing Your Benefits
with Kurt Czarnowski, Czarnowski Consulting
Part 4: 1 hour, 51 minutes
Estate Planning and Elder Law Issues
with Bruce Fowler, Attorney, and Martha Ridgway, Attorney
Part 5: 1 hour, 56 minutes
Long-Term Care: The Gift of Planning
with Carolyn Saunders, CLTC, Lincoln Financial Group

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