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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

An Evidence-Based Approach to Sustainable Investing Part II: Degrees of “Doing Good”

Drew Harper, CFP®, CFA - Wednesday, August 22, 2018

As we touched on in our last piece, “Setting the Sustainable Stage,” degrees and kinds of “doing good” are often in the eye of the beholder. How do we measure something that is sometimes so subjective? As described in “Why and How Investors Use ESG Information” (a University of Oxford/Harvard...


An Evidence-Based Approach to Sustainable Investing -Part I: Setting the Sustainable Stage

Drew Harper, CFP®, CFA - Thursday, August 16, 2018

If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try to earn decent if not stellar returns, while contributing – or at least causing less harm – to the greater good?


As Investors, Who Really Has Your Best Interest?

Mark Smith, CFP®, CPA/PFS, CIMA® - Wednesday, August 8, 2018

Whether it’s your money, legal counsel or even your personal trainer, many of us assume that companies who offer you a service to achieve a personal goal and claim to be your “trusted adviser,” will always put your best interest first. Well, that’s not always the case.


What It Means to Be CIMA® Certified

Tom Jacobsen, MBA - Wednesday, August 1, 2018

Financial planners are often times differentiated by their varying levels of certifications. However, there are hundreds of credentials in the marketplace that make it somewhat difficult to understand each acronym.   


Explore the Benefits of Using a Trustee Agent

Hannah Near, CPA - Wednesday, July 18, 2018

If you have ever known someone who has served in the role of a trustee, or if, perhaps, you are a trustee yourself, you likely know the stress that is involved with carrying out this role. A trustee is a person who is appointed to handle the assets held in a trust for the benefit of the trust’s...


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...


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