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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

Which Advisor Suits Your Style?

Drew Harper, CFP®, CFA - Thursday, September 22, 2016

With any good or service, consumers will purchase the option that most closely resembles their personal belief or style. Whether it’s Toyota or Lexus, Timex or Rolex, individuals will choose the best option for them. The same is true for the decision to hire a financial adviser. With the advent...

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Cash Balance Plans

Drew Harper, CFP®, CFA - Friday, September 9, 2016

Are you a business owner who would like to save more for retirement? Would you like to potentially reduce your tax liability? Or add an incentive to attract and retain employees? If so, a cash balance defined benefit plan might work for you. M.J. Smith & Associates has many businesses set up...

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What is a CFA®?

Mark Smith, CFP®, CPA/PFS, CIMA® - Friday, August 26, 2016

The team and I are proud to announce that Drew Harper, CFA, CFP®, Financial Consultant received his CFA® charter earlier this month! You might be wondering with the alphabet soup of credentials following most advisors names, where does this fit in? Or how does it benefit you? The short answer...

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ABLE Act Savings Accounts for Those With Disabilities – Coming soon to Colorado

Drew Harper, CFP®, CFA - Friday, August 12, 2016

In 2014, President Obama signed the Achieving a Better Life Experience (ABLE) Act, which introduced savings accounts that allow families to set aside funds to help protect loved ones with disabilities without jeopardizing the individual’s federal funding.

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Who Doesn't Love a Free Dinner?

Drew Harper, CFP®, CFA - Friday, July 29, 2016

"Free dinner seminar at the newest and best, talk-of-the-town restaurant! No obligation!" I’m sure you’ve received these invitations and maybe you’ve attended one or two of the events. You may have watched a team of sales associates selling the next financial magic investment or strategy that’s...

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What's Your Risk?

Drew Harper, CFP®, CFA - Friday, July 15, 2016

Are you concerned about daily or weekly fluctuations in the market? Or the effects of the UK’s exit from the European Union? Or that negative interest rates may fail to stimulate global growth?

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Why the Brexit Matters to Investors

Drew Harper, CFP®, CFA - Monday, June 27, 2016

Friday’s (and today’s) markets have been volatile based on news of the UK’s Brexit vote. Many supporters of the exit desire more control over the UK’s economy and wish to divert EU expenses to local needs. The UK’s future is heavily impacted by trade agreements that haven’t been negotiated yet...

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Introvert, Extrovert or Ambivert? Impact on Decision Making

Drew Harper, CFP®, CFA - Wednesday, June 15, 2016

It’s clear that investors make decisions based on their personality types (methodical, spontaneous, etc.).  Do you work or live with more introverts or extroverts?  Which one are you?  Have you heard of an ambivert?

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Setting (Realistic) Expectations

Drew Harper, CFP®, CFA - Monday, May 16, 2016

I hate the disappointment that occurs when I or the individuals assisting me don’t set realistic expectations. It’s not to say that I should know how everything turns out, as that’s obviously not the world we live in. However, it is necessary to have an idea about the future and what steps can...

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Raymond James Offers Two New, Highly-Integrated Platforms That Put Clients in the Driver’s Seat

Drew Harper, CFP®, CFA - Friday, April 29, 2016

I am a big fan of Intuit and their three primary products - Turbo Tax, QuickBooks and Mint. All are excellent programs to help you grasp your financial picture. While Intuit’s programs are good, Raymond James’ Goal Planning and Monitoring as well as their Client Initiated Aggregation software...

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