COVID-19 and Contingency Planning
The MCS mission to “Transform money from a source of worry to a resource for fulfillment” extends beyond “Managing Risk to Increase Wealth”. I
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The MCS mission to “Transform money from a source of worry to a resource for fulfillment” extends beyond “Managing Risk to Increase Wealth”. I
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My Devices:
My computer/tablet/phone requires a password before I can use it
Anti-virus software is installed and set to automatically update on
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The recent Equifax data breach affecting 145 million records has been a sensational story. Equifax is one of the three credit agencies (Equifax, Exper
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This spring, MCS participated in a survey performed by Inside Information, a financial industry publication produced by Bob Veres. From 956 responses,
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Use this list to mark off how you have protected yourself from cyber- and identity-theft.
My Devices
My computer/tablet/phone requires a
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Medical alert services provide people with more freedom and security, while giving their loved ones (who worry about them) more peace of mind. Because
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In March, MCS stopped cyber-thieves’ attempts to steal money from two of our clients’ accounts. Using our clients’ own email accounts, the thi
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This is the first article in a series that will focus on identifying issues related to incapacitation and offering practical guidance and solutions. I
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I was recently thinking about the concept of "constructive paranoia" that I'd read about in Jared Diamond's "World Until Yesterday: What Can We Lear
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A young couple, both of whom were dentists, came to us for financial planning. How to improve the returns on their $1 million investment portfolio and
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I’ve been thinking about the growing issue of identity theft and the offerings in the market to address it. Since most identify theft focuses on a
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At MCS, we often talk about the fiduciary standard and how important we feel it is to act in your best interests. Many of you hired us because you rea
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"Toto, I've a feeling we're not in Kansas any more."
Dorothy, Wizard of OZ, 1939
Financial Tornado #1
On Monday morning, August 24, 2015, p
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A slowing Chinese economy coupled with a surprise devaluation of the Chinese currency (seen as confirmation of Chinese problems) has scared the bejesu
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Longtime clients understand the value that MCS brings to the table in the area of asset management. Michael’s track record – from keeping you safe
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Who do you trust these days? Probably not business. The 2009 Edelman Trust Barometer showed that those in the U.S. most willing to “trust business t
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The expectation of economic recovery has investors breathing a sigh of relief, and the stock market (S&P 500) has rebounded 19 percent over the first
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This is part two of a two-part series on IRAs. In our last newsletter, I addressed “The Importance of IRA Beneficiary Designations.” When done cor
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Over the past year, we have added an equity subadvisor to many of our clients’ portfolios for those accounts over $1 million. In doing so we asked o
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Note: The following is written for those who live in non– community property or non–marital property states. If you live in Alaska, Arizona, Calif
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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
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See and read Michael's comments on KMTR regarding Bank Transfer Day. http://www.kmtr.com/news/local/story/Bank-Transfer-Day-what-is-it-and-what-are-t
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MANY OF AMERICA'S most successful business leaders are voluntarily "taxing"their business incomes and/or estates up to 100 percent to redistribute the
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A buyer's market, where excess supply and foreclosures drive prices down, means readjusting your expectations. “Getting the best price” now means
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Of Warren Buffett’s many famous quotes, his rules for investing stand out:
Rule 1 – “Don’t lose money”
Rule 2 – “Never forget Rule
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