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 during the tech meltdown at the “turn of the century” to his prescient call on the credit crunch of 2008 – underscores our firm’s purpose of managing risk to increase wealth. […]
Wealth Counseling News Read More »
Below is a link to Schwab’s Inherited IRA Guide. This guide is provided to the beneficiaries of an IRA upon the death of the IRA owner.
Schwab’s Inherited IRA Guide Read More »
MCS was recently identified as a “top performer” and “innovator” in the InvestmentNews 2013 Adviser Technology Study.
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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, 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 »
As our purpose at MCS is to Manage Risk to Increase WealthTM, we wanted to talk about the importance of property, casualty and liability insurance in your financial plan. Before we get started, you may want to check out our other blogs on: Inheritance scams Keeping your money safe online Wealth stewardship Is your insurance
Of Warren Buffett’s many famous quotes, his rules for investing stand out: Rule 1 – “Don’t lose money” Rule 2 – “Never forget Rule Number 1” Buffett’s rules nicely illustrate our philosophy – and performance. Over the past 10 years, as the stock market gyrated between big gains and losses, MCS Financial Advisors produced steady
At MCS Financial Advisors, our mission statement is always on our mind – how can we transform your money from a source of worry to a resource for fulfillment? As we work with you, we get to know your joys, worries, and questions. It is, in fact, those joys, worries, and questions that focus and
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What Do I Get When I Hire a Financial Planner?As in so many areas of life, cost reflects value. The cost of a financial plan can range from “free” to tens of thousands of dollars, or even in excess of $100,000. How to evaluate the various options? Lower value plans ($0 to $2500) are often
What to Look for When “Shopping” for a Financial Planner Read More »
“The FFI Certificate Programs benefit both family wealth advisors and their clients by establishing knowledge standards for better serving family-owned enterprises and families of wealth,” says Stalker. “MCS Financial Advisors has an on-going commitment to professional growth, and staying apprised of the latest research and most effective processes in order to best serve our clients.”
Certificates from the Family Firm Institute Extend MCS’ Expertise Read More »
Each year, around the beginning of March, we produce reports that reflect the taxable income activities in your accounts during the preceding tax year. Also each year, in mid February, some of you become concerned about the status of these reports. After some thought, it seemed appropriate to let you know, what happens behind the
Schwab 1099 Reconciliation Process 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.
