Jeffrey B. Yamada

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 my: desktop computer laptop / tablet smart phone children’s/spouse’s/partner’s devices Operating systems, browsers, and software on all of my devices are set to automatically update I set up my anti-virus software to perform […]

The recent Equifax data breach affecting 145 million records has been a sensational story. Equifax is one of the three credit agencies (Equifax, Experian and Trans Union) that track our most sensitive personal financial information, so the thought of cyber-thieves getting that information is scary. What, if anything, should you do about it? The first

This spring, MCS participated in a survey performed by Inside Information, a financial industry publication produced by Bob Veres. From 956 responses, a majority of which were fee-only advisors like us, we found that MCS clients with $1-$2 million accounts pay 61% of what the median clients in the Inside Information report pay for their

For a more thorough account of cyber- and identity-theft, including details about credit monitoring, two-step authentication, how to place a credit freeze please visit our website.

Medical alert services provide people with more freedom and security, while giving their loved ones (who worry about them) more peace of mind.

In March, MCS stopped cyber-thieves’ attempts to steal money from two of our clients’ accounts. Using our clients’ own email accounts, the thieves sent us instructions to transfer money from our clients’ accounts to third party accounts. While our internal procedures thwarted those efforts, the frequency and sophistication of these cyber-attacks is alarming. In an

A young professional couple came to us for financial planning, wondering how to improve the returns on their $1 million investment portfolio. We found that leveraging their human capital was a better investment.

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 realize the importance of a fiduciary relationship. You know that one of our core values is to do business is fairly and transparently. Until September 24,