Jeffrey B. Yamada

Wealth Counseling News

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. …

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The Importance of IRA Beneficiary Designations

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 …

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Financial Planning: Focus on Property, Casualty, and Liability Insurance

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 have moved from doing your own taxes (or using TurboTax) to working with a CPA. As your net worth grew, you may have hired an estate planning …

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Our Purpose

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 …

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Certificates from the Family Firm Institute Extend MCS’ Expertise

“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.” …

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