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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

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

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

Getting the Biggest Bang for Your Credit Card Buck

As your financial advisors, we certainly don’t advocate overuse of your credit card to the point you can’t pay off your balance every month; however, using a credit card wisely could offer some perks you may not be aware of. Here are some the benefits your credit card company may offer.

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Separating the News from the Noise

September 2019 headlines we found noteworthy.

Which Education Expenses Are Considered Qualified?

As colleges and universities begin the new semester, many clients have reached out regarding what expenses their 529 plans cover. Read this article to learn more and contact your Financial Consultant to discuss your specific situation.
what about foreign schools and greek life?

Opinion: U.S. stock valuations are justified — even at record highs

Read more about how four valuation models are followed by investors to determine valuation in equities.

Check This List - Twice - Before Year-End

It’s always a good idea to review important tax tips before the end of the year. Follow these guidelines to help you meet your long-term investment goals.

Fed's rate-cut debate focuses on 'robust' U.S. consumer

This summer, we saw the first rate drop since December 2008 and the news headlines are already signaling a potential second rate decrease. Keep in mind that short term rate increases or decreases should not affect your portfolio’s long-term posture, but can influence the amount you pay in interest changes.

Which Education Expenses Are Considered Qualified?

As colleges and universities begin the new semester, many clients have reached out regarding what expenses their 529 plans cover. Read this article to learn more and contact your Financial Consultant to discuss your specific situation.

Opinion: U.S. stock valuations are justified — even at record highs

Read more about how four valuation models are followed by investors to determine valuation in equities.

Check This List - Twice - Before Year-End

It’s always a good idea to review important tax tips before the end of the year. Follow these guidelines to help you meet your long-term investment goals.

Fed's rate-cut debate focuses on 'robust' U.S. consumer

This summer, we saw the first rate drop since December 2008 and the news headlines are already signaling a potential second rate decrease. Keep in mind that short term rate increases or decreases should not affect your portfolio’s long-term posture, but can influence the amount you pay in interest changes.

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 MarketWatch, Reuters, or CNBC.  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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Events

WINTER 2019 WOMEN'S EVENT

International Women's Day Donation Drive & Happy Hour

In March, on the eve of International Women's Day, M.J. Smith & Associates kicked off a year-long series of women's events created to provide social interaction and education, all while giving back to the community.  Our inaugural event was a Donation Drive and Happy Hour, benefiting the Denver Rescue Mission.

This non-profit is committed to helping people who are experiencing homelessness and addiction. Lisette Williams, who spoke about the organization that night, was blown away by the generous donations. With over 30 attendees, we were able to collect over 800 hygiene items and help OneHope Wine donate $199 to the Denver Rescue Mission!

On behalf of the team, the Denver Rescue Mission and OneHope Wine, thank you to all who attended our first Women's Event for an enjoyable evening and a fantastic show of support for the Denver Rescue Mission.

Lisette Williams from the Denver Rescue Mission (left) and Senior Financial Consultant Alexa Kane, CFP®, CDFA™
OneHope Wine Gift Box raffle winners!

M.J. Smith & Associates and Raymond James are not affiliated with the Denver Rescue Mission or OneHope Wine.

Past Seminars

Tax Optimization During Retirement

39 minutes
Tax Optimization During Retirement
with Jacob Jaegle, CFP®, Drew Barnes, CFP®, and Mark Smith, CFP®, CPA/PFS, CIMA®

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

Questions?

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