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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

Financial Tips for Surviving a “Gray” Divorce

McKenzie Ebbesen, CFP® - Wednesday, July 12, 2017

The Hollywood tabloids are full of stories about celebrity divorce. In 2017 alone, Moviepilot.com has counted divorce announcements from actors Ben Stiller, David Schwimmer, Scarlett Johannson, Cuba Gooding, Jr., and even singer Janet Jackson, who recently made news for giving birth to her first...

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Measuring the Value of a Financial Advisor

Mark Smith, CFP®, CPA/PFS, CIMA® - Thursday, July 6, 2017

Every time you turn around, it seems someone is sending you a survey. How did you like your recent purchase? How likely are you to recommend our restaurant to a friend? Did our service meet your expectations?

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Fear and Greed Feed Investor Folly

Mark Smith, CFP®, CPA/PFS, CIMA® - Wednesday, June 28, 2017

Can investors beat the market? If you search Google for the answer to that question, you are sure to find people who say yes, while just as many others say no. At M.J. Smith & Associates, we remain firmly in the “no” camp, and offer our latest white paper as evidence for your consideration.  

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A Plan to Scan: Cutting the Financial Paper Clutter

McKenzie Ebbesen, CFP® - Tuesday, June 20, 2017

How do you keep track of your important financial documents? With the advent of technology, it’s becoming easier and easier to adopt a digital storage strategy over a clutter-creating paper approach. If you’ve been thinking about throwing away old documents and moving other important financial...

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Active or Passive? Maybe Both!

Mark Smith, CFP®, CPA/PFS, CIMA® - Thursday, June 15, 2017

If you search Google for “active funds versus passive funds,” you’ll find numerous stories and reports pointing to the impending “death” of active-fund management. That’s because, for quite some time, many passive funds have consistently outperformed active funds in various asset classes.

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What to Expect from the DOL Fiduciary Rule

Drew Harper, CFP®, CFA - Wednesday, June 7, 2017

This Friday, June 9, a transition begins toward full implementation of the U.S Department of Labor’s (DOL) Fiduciary Rule – a rule first proposed and approved by the Obama administration, but later delayed by President Trump for further review. The Fiduciary Rule, which has been a source of...

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Headlines Fail to Hold Back the Markets

Mark Smith, CFP®, CPA/PFS, CIMA® - Thursday, June 1, 2017

News junkies have found the second quarter to be a heyday for headlines. Over the past two months, we’ve seen the ouster of FBI Chief James Comey, a special counsel appointed to oversee an investigation into the Trump administration’s ties to Russia, the election of French President Emmanuel...

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Presenting A New Website, Designed with You in Mind

Mark Smith, CFP®, CPA/PFS, CIMA® - Thursday, May 18, 2017

For months, we’ve been working on updating and streamlining our website to bring you an incredible user experience. It’s in keeping with our commitment to inform, educate and inspire our clients and prospects – something I’ve championed since starting M.J. Smith & Associates in 1983.

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Mobile Check Deposit Now Available in Investor Access

Tom Jacobsen, MBA - Tuesday, May 9, 2017

Now available in the app – Mobile Check Deposit – a fast and easy feature that enables you to safely and conveniently deposit checks into your eligible Raymond James accounts using the camera on your smartphone or tablet.

It’s simple: Just log into the Investor Access mobile app on your iOS or...

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Nurturing Moneywise Children and Grandchildren

Tom Jacobsen, MBA - Wednesday, May 3, 2017

Parents often emphasize the importance of education to their beloved children. The rewards are obvious. Yet all too many forget to bolster that education with real-world financial information that can be passed along for genera­tions to come.

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