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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

Even Scholarly Statistics Can Be Their Own Form of Click Bait

Click bait – those online headlines you can’t resist. Even scholarly statistics can be twisted in a way that tells a story the author wants you to hear. This post shares a timely example and the lesson to walk away with.

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Separating the News from the Noise

January 2019 headlines we found noteworthy.

Do This With Your HSA Right Now

Many people know the basic workings of a Health Savings Account (HSA), but this article does a good job explaining many, often overlooked items.
LEARN HOW IT CAN BE USED AS A SUPPLEMENTAL RETIREMENT INCOME SOURCE

Stocks Poised to Shake Off Their 2018 Declines (Video)

The stock market had some big swings as we ended 2018. So where do we go from here? Larry Adam, Raymond James Chief Investment Officer, shares his thoughts in this short video.

Let’s Talk Privacy, Tech Toys and Tax Fraud (Audio)

We hosted a seminar in late 2017 with Andy Zolper, Chief Information Security Office from Raymond James to discuss privacy and information security. A year later, he completed this 23-minute interview to provide updated information for all Raymond James clients.

How Dry January is Changing Finances

This article explains why folks are choosing to abstain from alcohol for the first month of the year - or even to stop drinking altogether.

Do This With Your HSA Right Now

Many people know the basic workings of a Health Savings Account (HSA), but this article does a good job explaining many, often overlooked items.

Stocks Poised to Shake Off Their 2018 Declines (Video)

The stock market had some big swings as we ended 2018. So where do we go from here? Larry Adam, Raymond James Chief Investment Officer, shares his thoughts in this short video.

Let’s Talk Privacy, Tech Toys and Tax Fraud (Audio)

We hosted a seminar in late 2017 with Andy Zolper, Chief Information Security Office from Raymond James to discuss privacy and information security. A year later, he completed this 23-minute interview to provide updated information for all Raymond James clients.

How Dry January is Changing Finances

This article explains why folks are choosing to abstain from alcohol for the first month of the year - or even to stop drinking altogether.

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 or Forbes.  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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