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 …
This is the first article in a series that will focus on identifying issues related to incapacitation and offering practical guidance and solutions.
Last week I finished Jared Diamond’s new book “World Until Yesterday: What Can We Learn From Traditional Societies?” In
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, …
Support the Department of Labor (DOL) and the Fiduciary Standard Read More »
Contact MCS
Toll Free 800-525-8808
Phone 541-345-7023
750 NW Charbonneau St. Suite 201
Bend, OR 97703
79 Centennial Loop
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.
