As I prepared these comments, a large failure happened: IndyMac was taken over by the FDIC. Earlier this year, medium-sized ANB Financial, N.A. (Bentonville, Arkansas) failed. That failure struck close to home because we had purchased an ANB CD for a client. The client will come out more than whole because the CD was purchased […]
Credit Markets Are Taking an Ominous Turn Read More »
What Do I Get When I Hire a Financial Planner?As in so many areas of life, cost reflects value. The cost of a financial plan can range from “free” to tens of thousands of dollars, or even in excess of $100,000. How to evaluate the various options? Lower value plans ($0 to $2500) are often
What to Look for When “Shopping” for a Financial Planner Read More »
The primary reason I joined MCS was because its culture and philosophy emphasize not only responsible asset management and long-term planning, but equally the freedom to enjoy spending. That’s right, to enjoy spending. Earing, accumulating, and preserving principal are noble and necessary steps, but once the “game has been won” we often see clients exhibiting
What’s the Money For? Read More »
Contact MCS
Toll Free 800-525-8808
Phone 541-345-7023
750 NW Charbonneau St. Suite 201
Bend, OR 97703
79 Centennial Loop
Eugene, OR 97401
© 2021 MCS Financial Advisors, LLC. The information on this website does not describe every aspect of our investment advisory services nor does it contain all of our performance records, and it is intended for residents of the United States. Information provided is obtained from sources we believe to be reliable but is not guaranteed. Past results are not indicative of future performance. For more information, view our Form ADV Part 2 or our Privacy Policy. MCS Family Wealth Advisors® is owned by MCS Financial Advisors, LLC (MCS), an investment adviser registered with the United States Securities and Exchange Commission. We only conduct business where properly registered or exempt from registration.
