Day: April 1, 2012

2012 First Quarter Performance Report and Investment Outlook

During the quarter, MCS cautiously expanded its stock buying, depending on client circumstances. The move into stocks had been planned for months and was not a result of trying to get in on 2012 first quarter stock gains.The big gains actually held back our willingness to commit to equities, because higher stock prices are less …

2012 First Quarter Performance Report and Investment Outlook Read More »

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 have moved from doing your own taxes (or using TurboTax) to working with a CPA. As your net worth grew, you may have hired an estate planning …

Financial Planning: Focus on Property, Casualty, and Liability Insurance Read More »