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Resources & Events

First and foremost, we are dedicated to educating our clients - and that starts right here.

Our resources consist of an array of financial information – from monthly newsletters to recordings of our past educational seminars – intended to help you not only broaden your financial knowledge but enhance your financial confidence.  Be sure to visit this page often for the latest updates.

Firm Videos & Commentary

If the National Debt is in the Headlines, Then Household Net Worth Should Be, Too

Learn how the national debt is part of our economic process and draw positive correlations between consumer vs. national debt.

Watch

How Our Fund Screening Process Adds Fuel to the Active vs Passive Debate

Watch Financial Consultants Mark Smith, CFP®, CPA/PFS, CIMA® and Drew Harper, CFA®, CFP® pair this debate with recent research.

Watch

Creating Smart Resolutions for Your Financial Future

We often hear from our clients that their children or grandchildren use the turn of the year to make financial resolutions. However, statistics show less than 10 percent of resolution-makers actually achieve their goals. This post shares some tips to help your next generation succeed.

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Separating the News from the Noise

December 2018 headlines we found noteworthy.

A Higher Social Security Retirement Age Comes With Risks for Many Workers

People often ask how they can depend on their biggest or second biggest income source: Social Security. If you're below retirement age and still working, there is a good possibility that the Social Security structure will look different than it does today.
READ ABOUT CONGRESS’ POSSIBLE SOLUTIONS TO KEEP SOCIAL SECURITY SOLVENT

The Gift of Appreciated Stock

Donating appreciated investments can be a gift for both you and your favorite charity.* Read this article to learn four benefits of donating appreciated stock as well as the benefits of gifting stock to a Donor Advised Fund.

How The Tax Laws For Divorce Will Turn Upside Down In 2019

Divorce is often challenging, both emotionally and logistically. Unfortunately, the new tax changes taking effect in January 2019 could add to these challenges.

You can contribute more to your 401(k) and IRA in 2019

In 2019 workers will be able to contribute more to their retirement account than in 2018. Here are the new amounts and additional key information on retirement account contributions for the new year.

A Higher Social Security Retirement Age Comes With Risks for Many Workers

People often ask how they can depend on their biggest or second biggest income source: Social Security. If you're below retirement age and still working, there is a good possibility that the Social Security structure will look different than it does today.

The Gift of Appreciated Stock

Donating appreciated investments can be a gift for both you and your favorite charity.* Read this article to learn four benefits of donating appreciated stock as well as the benefits of gifting stock to a Donor Advised Fund.

How The Tax Laws For Divorce Will Turn Upside Down In 2019

Divorce is often challenging, both emotionally and logistically. Unfortunately, the new tax changes taking effect in January 2019 could add to these challenges.

You can contribute more to your 401(k) and IRA in 2019

In 2019 workers will be able to contribute more to their retirement account than in 2018. Here are the new amounts and additional key information on retirement account contributions for the new year.

*Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes.

Opinions expressed in the attached articles are those of the author and are not necessarily those of Raymond James. Raymond James and M.J. Smith & Associates are not affiliated with Reuters, Forbes or MarketWatch.  All opinions are as of this date and are subject to change without notice. Neither Raymond James nor its advisors provide tax advice. You should consult with a tax advisor in regards to your individual situation.

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Calendar & Events

Seminars

Check back soon for our next seminar.

FALL 2018

Colorado Rockies Celebration

M.J. Smith & Associates had the honor of treating our clients who have been with us for between 10-19 years to a Colorado Rockies game. There was food, fun, laughter and quite a bit of cheering our home team on as they went on to have an amazing Rocktober!

FALL 2018

Balistreri Client Appreciation Event

M.J. Smith & Associates also recently hosted a Client Appreciation Event for clients who joined us in the last 5 years at the Balistreri Vineyards with a tour and tasting room experience. This family-owned winery in Denver was an incredible host and we tasted handcrafted wines from their beautiful vineyard.

We know we have said it before, but we really do mean that our clients are everything to us. We are privileged to have been in the business now for 35 years and we have nothing but unmitigated gratitude to the clients who have been with us along the way. Without them, we would not be where we are today.

Past Seminars

Understanding Market Volatility Webinar

40 minutes
Understanding Market Volatility Webinar
Speaker Mark Smith, CFP®, CPA/PFS, CIMA® and Drew Barnes, CFP®, explain what's normal and abnormal about the recent market volatility given all the media hype. With supporting data, they'll show the information to really focus on as you navigate the financial news.

Understanding the Tax Cuts and Jobs Act

2 hours, 2 minutes
Understanding the Tax Cuts and Jobs Act
Listen to Mark Smith, CFP®, CPA/PFS, CIMA® discuss how these sweeping tax changes will affect individuals, estates, trusts, corporations and small businesses.

Cyber Security 2-Part Seminar

Part 1: 49 minutes
Protection Against Identity Theft
with Cary Steven Johnsen, Director: Crime Prevention, 1st Judicial District Attorney's Office, Denver
Part 2: 55 minutes
Cyber Crime Against the Securities Industry
with Andy Zolper, Raymond James Chief Information Security Officer

Wealth Management 2-Part Seminar

Part 1: 1 hour, 25 minutes
Wealth Management Essentials Session 1
with Mark J. Smith, CFP®, CPA/PFS, CIMA® and Drew Harper, CFA, CFP®
Part 2: 1 hour, 23 minutes
Wealth Management Essentials Session 2
with Mark J. Smith, CFP®, CPA/PFS, CIMA® and Drew Harper, CFA, CFP®

Navigating Longevity: 5-Part Seminar

Part 1: 1 hour, 16 minutes
The Quality of Life: The Impact of Demographics, Technology and Culture
with John Diehl, SVP, Strategic Markets, Hartford Funds
Part 2: 1 hour, 21 minutes
Aging in Place: Housing, Technology and Care Management
with Kenna L. Quiller, Hudson Integrative
Part 3: 1 hour, 19 minutes
Social Security: Maximizing Your Benefits
with Kurt Czarnowski, Czarnowski Consulting
Part 4: 1 hour, 51 minutes
Estate Planning and Elder Law Issues
with Bruce Fowler, Attorney, and Martha Ridgway, Attorney
Part 5: 1 hour, 56 minutes
Long-Term Care: The Gift of Planning
with Carolyn Saunders, CLTC, Lincoln Financial Group

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