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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

Reducing Investment Taxes

Drew Harper, CFP®, CFA - Friday, March 25, 2016

A key to improving your long-term investment results is keeping more of what you earn. We believe investors should control what they can and focus on minimizing taxes and costs. It is clear investors are thinking about costs given the growth of lower cost investment products, but they arguably...

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Key Man Risk

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

Congratulations to Peyton Manning for finishing his “football race!” It’s been an exciting four years for Broncos fans and we eagerly anticipate the announcement of his successor. Whoever the Broncos quarterback is in 2016, we know the Broncos’ brass have plans in place to minimize the impact of...

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Behavioral Finance

Drew Harper, CFP®, CFA - Thursday, February 18, 2016

Human ingenuity and adaptability have always amazed me. Whether reviewing history or looking towards the future, the physical and mental strength of humans is impressive. On the other hand, many experienced vicariously or internally the failure of human emotion or belief. It may have occurred...

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Locating Tax Savings Opportunities

Drew Harper, CFP®, CFA - Monday, February 8, 2016

Benjamin Franklin said there were only two things certain in life: death and taxes. While many individuals try to delay the former through exercise and eating well, the latter trips up many. It’s hard not to pay any tax, but there may be opportunities to minimize tax liability due to the...

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Understand What You Own

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

Over the holidays I saw the movie, The Big Short . The film is based on Michael Lewis’s book and is a detailed story of the house market crash. It was well-written, entertaining and educational. I highly recommend it to anyone with an interest in investments and/or wonderful acting. The movie...

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2015 - The Year Nothing Worked

Drew Harper, CFP®, CFA - Friday, January 8, 2016

Brock Osweiler, and recently Peyton Manning, have helped the Broncos more over the last seven weeks than our broad diversification benefited clients over the past year. We’re disappointed in our 2015 results but acknowledge that even the most experienced investors suffer challenging years. This...

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The Cost of Market Timing

Drew Harper, CFP®, CFA - Tuesday, December 15, 2015

I like football, especially fantasy football.  I like it even without all the online providers of gambling (clearly their advertising has caught my attention enough to mention it in this post).  There’s something special about not only selecting a great player (investment selection) but also...

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Stocks are the Best (Over the Long-Term)

Drew Harper, CFP®, CFA - Wednesday, November 25, 2015

The fact that stocks tend to earn high returns over a long time horizon isn’t a new idea. However, Dr. Jeremy Siegel, Russell E. Palmer Professor of Finance at the Wharton School of University of Pennsylvania, continues to research long-term performance and update the results that make stocks...

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Controlling Investment Costs

Drew Harper, CFP®, CFA - Friday, November 13, 2015

On a daily basis, individuals are inundated with information which can be overwhelming and cause anxiety. Many wise people have said before, “Focus on what you can control.” Yet almost everyone attempts to manipulate and emphasize issues that they have no control over. These include worrying...

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Year-End Tax Planning

Drew Harper, CFP®, CFA - Tuesday, October 27, 2015

The end of 2015 is upon us! After Halloween, the calendar seems to skip to January 1st. Don’t forget to consider action steps and strategies to help save taxes before we find ourselves in 2016.  We have summarized a few topics to discuss with your tax advisor before 2016 and a link to a...

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