In my fall 2007 newsletter article titled “Moving to Higher Ground,” I wrote, “A major earthquake, in the form of the sub-prime mortgage crisis, has unleashed a tsunami that will engulf most residential housing markets and have significant repercussions for the economy in general.” And, “I have begun selling stocks in client portfolios in order […]
The Tsunami Arrives Read More »
For many years, MCS Financial Advisors has counseled clients that the conventional wisdom regarding the superiority of stock investing is a half truth promoted by the financial services industry as the whole truth and nothing but the truth. The accompanying graph is one of the best I’ve seen to illustrate the point. Financial advisers and
The Long-Term Stock Market Read More »
Picture a vehicle careening around a hairpin turn on a steep mountain road, two wheels off the ground. Most Americans and Congress are in the trunk of this vehicle. Paulson and Bernanke are in the back seat, wrestling with the steering wheel that has come off in their hands, trying to get it back on
Credit Markets Still Careening Around the Bend Read More »
Isn’t this all one big crisis? In a word, yes. But the devil is in the detail, and so is understanding. In this article, I propose that behind all these crises is the crisis of solvency. The Root of the ProblemThe origin of the current crisis can be traced to unsound real estate lending practices
The Great Solvency Crisis of 2008 Read More »
At MCS Financial Advisors, our mission statement is always on our mind – how can we transform your money from a source of worry to a resource for fulfillment? As we work with you, we get to know your joys, worries, and questions. It is, in fact, those joys, worries, and questions that focus and
The Value of Financial Planning Read More »
We recommended learning everything you can about the prospective advisor’s background, credentials, philosophy, and practical processes. We also talked about the three values that we at MCS Financial Advisors believe are of paramount importance in an advisor: independence, objectivity, and transparency. IN THIS ISSUE WE BUILD ON THAT THEME and talk about how best to
How to Work with a Financial Advisor Read More »
In October, Michael Stalker, Doug Lyons, and Joe Paul – our new consultant to families with businesses – traveled to London for the annual conference of the Family Firm Institute (FFI), an international organization for family business advisors and family wealth advisors – including attorneys, accountants, management consultants, financial advisers, insurance brokers, and therapists. The
MCS Extends Its Commitment to Integrated Family Systems Advising 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.
