welcome@mj-smith.comPh: 303.768.0007

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

Financial

Times Top 400

Advisors

2013, 2014,

2017*

Forbes'

Top 250

Advisors

2016-2017*

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

Barron's

Top 1200

Advisors

2007-2017*

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

MJS Blog

RSS

MJS Blog

Why You Hate Diversification

Drew Harper, CFP®, CFA - Thursday, October 15, 2015

I would guess that you’re a rational individual that wants to own or associate with the best and distance yourself from the inadequate. This happens every day: you stop watching the Colorado Rockies (unless you have extreme hope or you’re a rare devoted fan), attempt to send your children to the...

Read more...

What's Your Policy?

Drew Harper, CFP®, CFA - Thursday, October 1, 2015

I hope you have an investment policy. I have a policy and so do our clients. If you don’t have one, get one. Your policy dictates why, how, where and when you invest. It’s a simple idea: you wouldn’t build any type of structure or vehicle without consulting the proper engineer or architect. Yet...

Read more...

Dividends Matter

Drew Harper, CFP®, CFA - Wednesday, September 16, 2015

Many investors desire to invest their retirement savings and live off the income generated. While this is common investment sense, it doesn’t always work in reality. Many investors require more income than their investments generate, and in this current low-yield environment, many investors are...

Read more...

Know Your Bias

Drew Harper, CFP®, CFA - Monday, August 31, 2015

Be honest. We all have opinions that affect the way we view approach decisions or circumstances. Our preconceived notions can be entirely correct or grossly wrong. You know exactly what I mean. That time when you thought that a person was evil and also when kindness and humility unexpectedly...

Read more...

What's the Big Deal with Robo Advisors?

Drew Harper, CFP®, CFA - Monday, August 17, 2015

 

If you follow financial media, you've certainly heard of Robo (short for "robot") Advisors during the past two years, a few of the well know organizations include: Betterment, WealthFront and Personal Capital. These companies provide technology-based automated investment services for a small...

Read more...

Are There Any Positives of Rising Interest Rates?

Drew Harper, CFP®, CFA - Friday, August 7, 2015

 

Over the past three decades, interest rates have steadily declined. Both corporations and consumers have enjoyed refinancing their debt (bonds and mortgages) at historically low rates. Our low interest rate environment is beginning to normalize, since May, rising interest rates have investors...

Read more...

Subscribe to our feed.

RSS