At M.J. Smith & Associates, we help our clients create financial and life plans that reflect their unique situations while supporting and celebrating their hopes and goals. Our goal is to help you lead the life you choose by providing the competent, ethical financial advice you may need to be successful in today’s volatile markets.
Our professional team of advisors is experienced at integrating tax1, investment, and financial strategies into thoughtful, holistic financial plans. In addition, as a Registered Investment Adviser, we act as fiduciaries, placing our clients’ best interests ahead of our own.
Ready to take control of your financial life? We are ready to help. Get started by scheduling a complimentary, non-obligatory meeting or portfolio review. It is our privilege to serve you.
Investors often express anxiousness about investing in the S&P 500 citing its volatility. Yes, there is volatility, but here’s what we know to be true: many factors affect the stock market. It’s important to put down our microscopes and take a step back. What is the big picture telling us?
Read MoreInvestors often express anxiousness about investing in the S&P 500 citing its volatility. Yes, there is volatility, but here’s what we know to be true: many factors affect the stock market. It’s important to put down our microscopes and take a step back. What is the big picture telling us?
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Do you ever wonder how we decide what investment options will provide the best opportunities for our clients? We follow a defined process and are able to leverage extensive research capabilities. In this post, learn about the process that goes into the investment selections we make for our clients..
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As the 4th of July approaches, we are all reminded how important the concept of “independence” is. For our firm, independence has a special meaning.
Read MoreInvestors often express anxiousness about investing in the S&P 500 citing its volatility. Yes, there is volatility, but here’s what we know to be true: many factors affect the stock market. It’s important to put down our microscopes and take a step back. What is the big picture telling us?
READ MORE
