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Mark Smith with M.J. Smith & Associates receives Financial Times Top Advisors


Times Top 400


2013, 2014,



Top 250



Mark Smith with M.J. Smith & Associates receives Barron's Top 1200 Advisors


Top 1200



Our commentary on the latest financial news happening nationally as well as right here in Denver, Colorado.

MJS Blog


MJS Blog

Tax Planning Resources

Mark Smith, CFP®, CPA/PFS, CIMA® - Wednesday, July 11, 2018

Understanding How Changes to the Tax Cuts and Jobs Act Impact Your Future


What to Consider If You Are Worried About a Downturn in the Stock Market

Drew Barnes, CFP® - Thursday, July 5, 2018

The stock market can be volatile and unpredictable at times, and even seasoned investors can be caught off guard by sudden shifts. To make matters even more difficult, we are constantly inundated with negative headlines and forecasts from the media and even from our friends, family and...


The National Debt and What That Means for You

Drew Barnes, CFP® - Friday, June 15, 2018

Over the course of many years, there has been headlines about our nation’s increasing debt, which can cause anxiety and cause concern over the economy’s stability from an investor’s perspective. From the real estate crisis in the 1980’s, to increased spending during times of war - by human...


It’s a Bullish Market for Stock Buybacks and Dividends

Mark Smith, CFP®, CPA/PFS, CIMA® - Wednesday, June 6, 2018

When it comes to the stock market, every investor hopes for a bullish market.  And, the U.S. is seeing its ninth year in the bull market so far.  If we make it to August with this trend, the S&P 500 will see its longest market run in history.  


How Broadspire Care Management Can Help You Into Retirement

Brittany Rice - Thursday, May 17, 2018

People are living longer than ever before as longevity past the age of 60 is one of the greatest achievements of our modern era.  According to the United Nations database, from 1980 to 2017, the number of people in the world that live to be 60 years old or over has more than doubled – from 382...


The Value of Discipline, Perspective, and Calm

Mark Smith, CFP®, CPA/PFS, CIMA® - Wednesday, May 9, 2018

I have a few questions for you.  If you currently work with a financial advisor, how do you primarily measure the value you receive from him/her?  If you do not work with an advisor now, what would be the number one benefit you would expect from him/her?




Financial Preparedness and Planning for Your Future

Mark Smith, CFP®, CPA/PFS, CIMA® - Wednesday, May 2, 2018

As we wrap up National Financial Literacy Month in April, we thought it would be a good time to talk through a few things to keep in mind for healthy financial planning. Financial wellness is so important for not only those that are currently working and/or thinking about retirement, but also...


Tax Day and Beyond

Mark Smith, CFP®, CPA/PFS, CIMA® - Tuesday, April 17, 2018

Now that the 2017 Tax Day is behind us, it’s time to check back in on what we can expect for taxes moving forward.


Medicare Resources

Drew Barnes, CFP® and Drew Harper CFA, CFP® - Wednesday, April 11, 2018

As comprehensive wealth managers, we seek to provide advice for all of our clients’ needs.  We acknowledge we cannot be knowledgeable in every area, which is why we partner with outside professionals to ensure that our clients have access to the best services on the market today.  In the case of...


Resiliency through Stock Market Volatility

Mark Smith, CFP®, CPA/PFS, CIMA® - Wednesday, April 4, 2018

There’s no doubt that the first part of 2018 has brought some market fluctuation in stock indexes. During these periods of unpredictability, many people can begin to have uncertainty about their strategies for investments. 


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