Day: December 23, 2008

The Tsunami Arrives

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 …

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The Long-Term Stock Market

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 …

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How to Work with a Financial Advisor

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 …

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MCS Extends Its Commitment to Integrated Family Systems Advising

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 …

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