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Read all of our Press Releases, News Alerts, and Articles in our Newsroom.
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At M.J. Smith and Associates our mission is to help our individual and corporate clients develop sound investment strategies that will allow them to meet their personal or business goals.
We do this by acquiring a thorough understanding of our clients' goals, objectives, and underlying financial positions before creating and maintaining their wealth management roadmaps.
Limiting our client roster ensures the highest level of service. To provide the highly personalized services our clients deserve, we serve individuals or families with a minimum of $1 million to invest.
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M.J. Smith and Associates Supports Our Community
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Mark Smith with Jerry Jones, President and Mark Smith, speaker at The Salvation Army's General Manager, Dallas Cowboys, at The First and Goal Gala
Salvation Army's First and Goal Gala,
sponsored by M.J. Smith and Associates
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Can Investors Beat the Market?
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The primary objective in the management of assets is to achieve personal financial goals. Should the focus be to beat the market in order to attain these goals? Is it even possible to beat the market?
Read the following article by Mark J. Smith about our firm’s investment philosophy. With insights into past market performance and recognition that the future is always uncertain, Mark shows how an investment management consulting firm can add real value to your portfolio.
Can Investors Beat the Market?
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Experience the Difference
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Why use our investment consulting firm? Statistics reveal that most investors dramatically under perform the markets, because they use poor investment policy. Investors will allow their emotions of fear and greed to influence their decisions. While basic investing fundamentals do not have to be complicated, astute investors recognize the need to use an investment management consulting firm for a variety of sound reasons.
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While no one can predict the bottom of the market, history shows us that the U.S. economy is resilient, and that rebounds take place quickly. The following article from Raymond James discusses the definition of a recession, and numerically shows the importance of not missing choice rebound days.
Market Rebounds
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Our Thoughts on Sub-Prime Market Concerns
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Please click here to read our thoughts about the sub-prime lending industry's recent troubles.
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Please Click Here to log into your Raymond James Investor Access
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Monthly Wealth Management Tip
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Charitable Gifts
Americans give billions of dollars to charities each year, partly because charitable donations are tax deductible. To receive a tax deduction for your gift, you must itemize your deductions and make the gift to a qualified organization, not to a specific person. It is important to know exactly what a charitable gift is, what a qualified organization is, the limitations of your deductions, as well as what contributions are not deductible at all.
Learn more in our Client Center.
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This site is published for residents of the United States only. Raymond James’ Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities Offered Through
FINRA SIPC
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| Copyright 2005 by M.J. Smith and Associates
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