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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

Taking the Shine Off Gold

McKenzie Ebbesen, CFP® - Wednesday, April 26, 2017


For millennia, people have revered gold for its beauty and its value. All major civilizations have cherished it in some form and recognized its powerful appeal. In addition to its use as jewelry, gold has often served as a form of currency. In fact, some of the earliest gold coins can be...


High-Flying Stocks Still a Good Value

Mark Smith, CFP®, CPA/PFS, CIMA® - Wednesday, April 19, 2017

If you read last Saturday’s Wall Street Journal, you saw that the stock market is raising investor concerns again. A decline in the consumer price index, a lackluster labor report, and a 24-percent rise in the CBOE Volatility Index (VIX), among other indicators, have some investors worried about...


Are Higher Interest Rates Bad News for Bonds?

Mark Smith, CFP®, CPA/PFS, CIMA® - Thursday, April 13, 2017

In the investment world, one theory holds that if interest rates rise, bond prices will likely move lower. So, when the Federal Reserve raised short-term interest rates last month and signaled two further rate increases in 2017, the news caused some bond investors to raise a red flag. Since our...


A Leader Who Demonstrates by Doing

Tom Jacobsen, MBA - Thursday, April 6, 2017

Last week, our own Mark Smith became one of seven Colorado advisors named to the Financial Times 400 Top Advisors. The list recognizes top advisors at national, independent, regional and bank broker-dealers from across the U.S. This is the fifth annual FT 400 list, produced independently by the ...


What the Fed’s Interest Rate Hike Could Mean to You

Mark Smith, CFP®, CPA/PFS, CIMA® - Thursday, March 23, 2017

Last week, the Federal Reserve raised its benchmark short-term interest rate by a quarter point, to a range of .75 percent to one percent. It’s the third time since the Great Recession that the Fed has raised interest rates, and it’s projecting three more rate hikes in 2017.


Dumb Ways to Deal with Your Taxes

Drew Harper, CFP®, CFA - Wednesday, March 15, 2017

Last year, Denver’s Regional Transportation District launched a funny (if a bit grisly) safety campaign, aimed at keeping people from being hit by a light rail train. “Dumb Ways to Die” (based on a similar campaign that started in Australia), used a catchy tune and some little bean-shaped...


What My Barron’s Ranking Should Mean to You

Mark Smith, CFP®, CPA/PFS, CIMA® - Thursday, March 9, 2017

Last week, I was honored to learn that I had again been ranked a top advisor in Colorado by Barron’s, America’s premier financial magazine. It’s the 10th time I’ve made this list, and I’m proud to say that my ranking improved in 2017, from number five on the list to number four.


Rule or No Rule: Why You Should Demand Fiduciary Care

Mark Smith, CFP®, CPA/PFS, CIMA® - Thursday, March 2, 2017

If you follow financial news, you may be familiar with something called the Fiduciary Rule, a regulation issued by the U.S. Department of Labor (DOL) last year. In a nutshell, the rule would require financial advisors and brokers who handle 401(k) and individual retirement accounts to act in the...


Saying “I Do” to a Prenuptial Agreement

Drew Harper, CFP®, CFA - Thursday, February 23, 2017

Weddings are the time when love is in bloom, spirits are high, and couples are looking forward to a wonderful future together. Common conversations could include discussing how and where to live, children, who will take out the trash (maybe not at first, but it sneaks in there!), and all sorts...


Coping with the “Big D:” Financial Planning and Divorce

McKenzie Ebbesen, CFP® - Thursday, February 16, 2017

There’s an old adage that says, “Death is awful, but divorce is worse.” It’s true that in both cases, someone you loved is gone. However, after a divorce, the person you loved may not really be out of your life.

If you think the rate of divorce is slowing, think again. According to Fortune, a...


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