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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

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MJS Blog

Resolve to Hold a Family Meeting in 2018

Mark Smith, CFP®, CPA/PFS, CIMA® - Wednesday, January 24, 2018

Let’s face it. None of us is getting any younger. That’s why it’s important to plan ahead. For some of you, that means putting aside money for retirement, a home, or a child’s education. But, for those who have already accumulated wealth, it may be time to start thinking about how you will...

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How To Turbo Charge The Tax Benefits of Your Charitable Giving

Mark Smith, CFP®, CPA/PFS, CIMA® - Wednesday, January 17, 2018

Colorado residents are in a unique position with regards to the tax benefits of certain charitable gifts made.  While most qualified charitable gifts made will entitle the donor to a Federal and State tax deduction (assuming the taxpayer itemizes), certain gifts made to qualifying Colorado Child...

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The Dow Hits 25,000: Is This Irrational Exuberance?

Mark Smith, CFP®, CPA/PFS, CIMA® - Tuesday, January 9, 2018

Happy New Year, and happy new record -- on Thursday, the Dow Jones Industrial Average surpassed 25,000 for the first time, on its way to another 1,000-point milestone. In keeping with the market’s performance last year, 2018 appears poised for another strong year. But is it really?

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Bullish on Bitcoin? Think Again

Drew Harper, CFP®, CFA - Tuesday, January 2, 2018

Over the past month or so, it’s been impossible to read the business news without seeing a story about the rise of Bitcoin and other forms of cryptocurrency (Litecoin, Ethereum, Ripple, Zcash and Dash are some others). Bloomberg reports that bitcoin is now bigger than Buffett, Boeing and New...

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The New Tax Laws: Additional Items to Consider

Mark Smith, CFP®, CPA/PFS, CIMA® - Thursday, December 28, 2017

Our team has been busy understanding the details and implications of the newly passed tax laws. We have summarized some noteworthy tax saving takeaways that your tax advisor can help you make the most of with the time left in 2017.

 

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Should You Prepay Your Property Taxes for 2018?

Mark Smith, CFP®, CPA/PFS, CIMA® - Friday, December 22, 2017

The GOP is celebrating the passage of its tax reform plan this week. For those who itemize their deductions, now is the time to consider the impact of the tax legislation and take steps to potentially avoid higher taxes from changes that may go into effect in 2018.

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Don’t Let Identity Theft Ruin Your Holidays!

Mark Smith, CFP®, CPA/PFS, CIMA® - Sunday, December 17, 2017

While identity theft happens all year round, scammers can be especially heartless around the holidays. From so-called “porch pirates” to fake charities, criminals and rip-off artists have plenty of ways to take advantage of unsuspecting consumers, so it pays to be vigilant – especially when...

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Is Now the Time to Worry? How About Now?

Mark Smith, CFP®, CPA/PFS, CIMA® - Monday, December 4, 2017

As we approach the end of the year, the markets are still going gangbusters. Recently, the Dow and the S&P both chalked up records, with the Dow reaching 24,000 and the S&P 500 reaching 2,600 – the second-fastest run to a round-number milestone, according to the Wall Street Journal. The...

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How Do RIAs Differ from Big Banks and Wirehouses?

Mark Smith, CFP®, CPA/PFS, CIMA® - Tuesday, November 21, 2017

People all over the world are challenged by their finances. In fact, according to a 2015 study by Financial Planning Standards Board, only 17 percent of consumers agree they are very knowledgeable about financial matters, and just 22 percent are confident they will achieve their financial goals....

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Mark Smith Named to Forbes Top Wealth Advisors

Tom Jacobsen, MBA - Friday, November 10, 2017

We’re proud to announce that Forbes has named Mark Smith to the magazine’s list of America’s Top Wealth Advisors for the second year in a row. According to Forbes, members of its Top Wealth Advisor list collectively manage $672 billion in client assets, while serving a client base that ranges...

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