Performance Reports


Medical Alert Services

Medical alert services provide people with more freedom and security, while giving their loved ones (who worry about them) more peace of mind. Because
Jeffrey B. Yamada

Security Checklist

Use this list to mark off how you have protected yourself from cyber- and identity-theft. My Devices  My computer/tablet/phone requires a
Jeffrey B. Yamada

Cyber and Identity Theft

In March, MCS stopped cyber-thieves’ attempts to steal money from two of our clients’ accounts. Using our clients’ own email accounts, the thi
Jeffrey B. Yamada

Dealing with Incapacity

This is the first article in a series that will focus on identifying issues related to incapacitation and offering practical guidance and solutions. I
Jeffrey B. Yamada

Constructive Paranoia

I was recently thinking about the concept of "constructive paranoia" that I'd read about in Jared Diamond's "World Until Yesterday: What Can We Lear
Jeffrey B. Yamada

A Business Owner Invests in Herself

A young couple, both of whom were dentists, came to us for financial planning. How to improve the returns on their $1 million investment portfolio and
Jeffrey B. Yamada

Thoughts on Identity Theft

I’ve been thinking about the growing issue of identity theft and the offerings in the market to address it. Since most identify theft focuses on a
Michael C. Stalker

Support the Department of Labor (DOL) and the Fiduciary Standard

At MCS, we often talk about the fiduciary standard and how important we feel it is to act in your best interests. Many of you hired us because you rea
Jeffrey B. Yamada

Thunderstorms and Tornados

"Toto, I've a feeling we're not in Kansas any more." Dorothy, Wizard of OZ, 1939 Financial Tornado #1 On Monday morning, August 24, 2015, p
Michael C. Stalker

The Sky is Not Falling, It's Just a Thunderstorm. Carry On.

A slowing Chinese economy coupled with a surprise devaluation of the Chinese currency (seen as confirmation of Chinese problems) has scared the bejesu
Michael C. Stalker

Wealth Counseling News

Longtime clients understand the value that MCS brings to the table in the area of asset management. Michael’s track record – from keeping you safe
Jeffrey B. Yamada

Your Money’s Worth

Who do you trust these days? Probably not business. The 2009 Edelman Trust Barometer showed that those in the U.S. most willing to “trust business t
Michael C. Stalker

From Pain to Gain

The expectation of economic recovery has investors breathing a sigh of relief, and the stock market (S&P 500) has rebounded 19 percent over the first
Michael C. Stalker

Stretch IRAs: A Case Study

This is part two of a two-part series on IRAs. In our last newsletter, I addressed “The Importance of IRA Beneficiary Designations.” When done cor
Michael C. Stalker

Client Feedback: Investment Screens

Over the past year, we have added an equity subadvisor to many of our clients’ portfolios for those accounts over $1 million. In doing so we asked o
Michael C. Stalker

The Importance of IRA Beneficiary Designations

Note: The following is written for those who live in non– community property or non–marital property states. If you live in Alaska, Arizona, Calif
Jeffrey B. Yamada

Financial Planning: Focus on Property, Casualty, and Liability Insurance

If you are like many of our clients the process of growing your wealth has created transitions in the advisers you hire. As your income grew, you may
Jeffrey B. Yamada

Bank Transfer Day

See and read Michael's comments on KMTR regarding Bank Transfer Day. http://www.kmtr.com/news/local/story/Bank-Transfer-Day-what-is-it-and-what-are-t
Michael C. Stalker

A Voluntary Wealth Tax

MANY OF AMERICA'S most successful business leaders are voluntarily "taxing"their business incomes and/or estates up to 100 percent to redistribute the
Michael C. Stalker

Real Estate Outlook

A buyer's market, where excess supply and foreclosures drive prices down, means readjusting your expectations. “Getting the best price” now means
Michael C. Stalker

Our Purpose

Of Warren Buffett’s many famous quotes, his rules for investing stand out: Rule 1 – “Don’t lose money” Rule 2 – “Never forget Rule
Jeffrey B. Yamada