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Separating the News from the Noise

- may 2020 HEADLINES WE FOUND NOTEWORTHY -

As Schools Extend Refunds, Potential Tax Snag Emerges

Many college institutions have begun to issue refunds to families for amounts unused due to leaving campus early this year. However, if you used funds from a 529 plan to pay for those education expenses, the refunded amounts may warrant further consideration.
Learn the workaround

Why ‘fleeing to cash’ in turbulent covid-19 markets could be the worst plan, says Invesco strategist

If you watched our recent webinar covering the current bear market (link to the recording below), you learned that we believe rebalancing the portfolio is the best course of action right now.

GDP falls by 4.8 percent, bringing longest economic expansion on record to abrupt halt

It is very important to understand that the current GDP declines are expected, and the Federal Reserve and the federal government have taken unprecedented steps to ensure the US economy makes it through this period as the lockdowns are eased.

What You Need To Know About Contributing To Retirement Accounts During COVID-19

Whether you’re currently employed, underemployed, or out of work, this article shares good information about your retirement contributions. It also explains the extra motivation to save due to the CARES Act.

As Schools Extend Refunds, Potential Tax Snag Emerges

Many college institutions have begun to issue refunds to families for amounts unused due to leaving campus early this year. However, if you used funds from a 529 plan to pay for those education expenses, the refunded amounts may warrant further consideration.

Why ‘fleeing to cash’ in turbulent covid-19 markets could be the worst plan, says Invesco strategist

If you watched our recent webinar covering the current bear market (link to the recording below), you learned that we believe rebalancing the portfolio is the best course of action right now.

GDP falls by 4.8 percent, bringing longest economic expansion on record to abrupt halt

It is very important to understand that the current GDP declines are expected, and the Federal Reserve and the federal government have taken unprecedented steps to ensure the US economy makes it through this period as the lockdowns are eased.

What You Need To Know About Contributing To Retirement Accounts During COVID-19

Whether you’re currently employed, underemployed, or out of work, this article shares good information about your retirement contributions. It also explains the extra motivation to save due to the CARES Act.

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 WealthAdvisor, Forbes, or NBC News.  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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