After stunning first quarter returns (up 12%), stocks1 lost 3.3% in the second quarter, yet they remained up 8.3% for the year (through June 30). By comparison, first quarter client returns for our income/growth strategy were 2.03%, and second quarter returns were 1.80%, for a year-to-date performance of 3.85% as of 06/30/2012.2 I find the […]
2012 Second Quarter Performance Report and Investment Outlook Read More »
Note: The following is written for those who live in non– community property or non–marital property states. If you live in Alaska, Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin the outcomes may differ from the following examples. The beneficiary designation is often the most misunderstood and underappreciated tool in the estate
The Importance of IRA Beneficiary Designations Read More »
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Bend, OR 97703
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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.
