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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

Do Couples Make Good Financial Teams?

Mark Smith, CFP®, CPA/PFS, CIMA® - Wednesday, February 8, 2017

You love it when he surprises you with flowers. He loves it when you plan the perfect vacation. You see eye to eye on politics, religion, fashion, even pets. But what about when it comes to your money?

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Dow 20,000: Meaningless Milestone or Prescient Prognosticator?

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

Holy Dow.

 

Last Wednesday, the Dow Jones industrial average finally closed above 20,000 – a milestone that market participants had been anticipating for a long time. For those who have built their careers watching and ruminating on the stock market, the 20,000 mark is a big deal. For retail...

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When Doing Nothing Is the Right Thing to Do

Mark Smith, CFP®, CPA/PFS, CIMA® - Wednesday, January 25, 2017

“Don’t just stand there, do something!” How many times have you heard someone – in a panic – say those words? That common plea may often lead to beneficial action, but sometimes, it can lead to more harm. We see it in trauma situations, for example, when the urge to move an injured person could...

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Active? Passive? Or Just an "Overhyped Sideshow"?

Mark Smith, CFP®, CPA/PFS, CIMA® - Friday, January 20, 2017

A couple of months ago, the Wall Street Journal ran a series on what it called Wall Street’s “Do-Nothing” investing revolution. Calling active stock pickers a dying breed, the Journal cited figures by Morningstar that show passive investing – a long-term approach designed to help maximize...

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Resolve to Plan for Retirement – Even If You Think It’s Too Soon!

Mark Smith, CFP®, CPA/PFS, CIMA® - Thursday, January 12, 2017

For those in their 20s and 30s – and maybe even their 40s – retirement may seem like a lifetime away. During those years, some people are experiencing more immediate concerns, like paying off student loans, buying a home, paying down debt, or saving for a child’s college education. While most...

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Eliminating Emotion in Our Investments

Mark Smith, CFP®, CPA/PFS, CIMA® - Tuesday, December 27, 2016

“We have met the enemy, and he is us.” Although cartoonist Walt Kelly developed that headline featuring his comic-strip character, Pogo, for an Earth Day poster, in my opinion, he might as well have been talking about people and their attitudes toward investing. Emotional investing, as we saw...

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Are the Markets Overvalued?

Mark Smith, CFP®, CPA/PFS, CIMA® - Wednesday, December 14, 2016

Stock markets in the United States are in one of the longest bull market periods of recent history. As a result, some financial advisors in Denver and elsewhere may have you believe that the market is overvalued, and that investors should not put new money into the stock markets. Our question:...

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Jim Paulsen’s Recent Investment Thoughts

Drew Harper, CFP®, CFA - Friday, November 11, 2016

I had the pleasure of listening to Jim Paulsen, Chief Investment Strategist at Wells Capital Management, give an excellent presentation to a room full of Denver financial professionals last week. Jim has always been known for his optimistic or bullish view of equities. I can tell you his tune...

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Inaction is Sometimes the Best Action

Drew Harper, CFP®, CFA - Friday, October 28, 2016

I’m sure you’ve done something you later regretted. I certainly have and probably a few more times than I’m willing to admit. I often mull over these events and what led me to take action or make a decision. Rationally, it made sense at the time, but I completely ignored or didn’t understand the...

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Presidential Elections and the Stock Market

Drew Harper, CFP®, CFA - Friday, October 7, 2016

Few topics are more polarizing than politics. We can all agree the next three weeks will be full of provocative ads from both sides. I guess the saving grace is the college and professional football games that fill our homes on weekends during the greatest season of the year! 

 
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