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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

Introducing wealthpath™ from M.J. Smith & Associates

Mark Smith, CFP®, CPA/PFS, CIMA® - Wednesday, October 18, 2017

It’s no secret that technology is disrupting many industries around the world. For financial advisors, so-called “robo-advice” has been at the center of attention for about five years. Companies like Betterment, Wealthfront and others originally helped to pioneer the concept of automated advice,...

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Is a Reverse Mortgage Right for You?

Hannah Near, CPA - Thursday, October 12, 2017

Created in 1961, the reverse mortgage is one of the most popular loan products in the mortgage industry. However, despite many improvements to make reverse mortgages safer, they remain somewhat controversial among financial advisors.

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Raymond James Partners with HealthPlanOne

Mark Smith, CFP®, CPA/PFS, CIMA® - Tuesday, October 3, 2017

Throughout your career, you may have purchased health insurance individually or through your employer. But what happens when you retire? If you’re nearing the age of 65, you typically transition to Medicare. Ask any Medicare recipient, however, and I’ll bet they tell you it’s a confusing and...

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Why I’m Freezing My Credit and You Should Too

Mark Smith, CFP®, CPA/PFS, CIMA® - Thursday, September 21, 2017

By now, you have probably heard about the September 7 announcement of a data breach at the credit bureau Equifax. The breach, which affected some 143 million U.S. consumers, continues to make news this week, as Bloomberg reported a second major hack in March that Equifax said is unrelated. This...

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Weathering Multiple Disaster-Relief Requests

Drew Harper, CFP®, CFA - Friday, September 8, 2017

When Hurricane Harvey struck parts of the Texas and Louisiana coasts a couple of weeks ago, generous Americans opened their wallets to provide aid and comfort to the many people who lost their homes – and in some cases, loved ones or pets, as well. In fact, Raymond James announced it would...

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How Should You Pay Your Wealth Advisor?

Mark Smith, CFP®, CPA/PFS, CIMA® - Thursday, August 24, 2017

Financial advisor compensation has been a hot topic in our industry for many years, and it is also on the minds of cost-conscious investors seeking access to high-quality financial advice. Numerous articles coach consumers to ask questions before engaging an advisor, and often, those questions...

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Easing the Burden of College Debt

McKenzie Ebbesen, CFP® - Wednesday, August 16, 2017

As kids head back to school this fall, we’re likely to hear many stories about young people starting their post-college lives with massive student loan debt. But in January of this year, the Consumer Financial Protection Bureau published a pretty startling statistic: The number of consumers age...

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Will the Bulls Keep Running in Q3?

Mark Smith, CFP®, CPA/PFS, CIMA® - Thursday, August 3, 2017

Despite a number of major news stories that could have impacted the markets, investors were treated to relatively smooth sailing in the first half of 2017. From the inauguration of President Donald Trump, to Brexit talks, multiple interest rate hikes, allegations of Russian interference in the...

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The Mid-Year Gut Check: How are Your Finances Doing?

Drew Harper, CFP®, CFA - Wednesday, July 26, 2017

You’ve taken a vacation, read a few good books, spent time with your kids, and gotten together with friends this summer, but it feels like something’s missing…

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Headed Off to College? Pack an Estate Plan

Mark Smith, CFP®, CPA/PFS, CIMA® - Thursday, July 20, 2017

Even though summer is at its peak, many parents and their teenagers are thinking ahead to the start of college. Open any newspaper circular, and you’ll find everything your son or daughter needs, from comforters to laundry hampers (which we all know will find their way back to your washing...

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