MCS team

This blog talks about what fee-only financial planning is.

What is fee-only financial planning? (clear, easy definition)

In this blog, we’re going to break down what fee-only financial planning is, and we’ll provide some examples of how a fee-only financial planner can help you. Equally as importantly, we’ll talk about what a fee-only financial planner is not, and some types of financial advisors to avoid. What is financial planning? As fee-only financial …

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We talk about if it's expensive to live in Bend Oregon in this blog.

Insider’s take: Is living in Bend Oregon expensive?

In this blog we discuss the question of if living in Bend Oregon is expensive – from an insider’s perspective. Before we get started, we are financial advisors in Bend with clients located across the country. We’ve written the following blogs about financial matters in Oregon, please check them out if you’d like. Why are …

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There are many people moving from California to Bend, Oregon and other Oregon locations.

Why are people moving from California to Bend Oregon?

Over the last few years we have seen and heard stories of a spike of people moving from California to Bend Oregon. As Oregon wealth advisors and long-term residents, here’s our take on why people are leaving California for Oregon, and what you should know about some important differences (income and estate taxes, legal) between …

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2021 Year-End Newsletter and Outlook

The Pandemic Investomania enabled many, but not all, risk takers to prosper in 2021. With some smallexceptions, I declined to risk your money in an environment that has ranged from supremely overconfident toborderline insane. For the full year 2021 (if MCS clients’ investments were treated as one large portfolio including their cash), onaverage clients gained …

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In this blog we provide sample scam letters so that consumers can see examples of fraudulent communications, so that they know how to avoid being a victim of a fraud or scam.

Sample scam letters – don’t be a victim!

Here are sample scam letters. If you have received any of these letters, or have received a similarly fraudulent communication that is not included below, please refrain from responding to them, block the sender of the correspondence, and/or contact the appropriate agency. Scam letters arrive in a number of ways, whether it be through direct …

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Inheritance scam documents are very common - don't be a victim!

Inheritance scam document (examples + checklist)

It seems as if everyone with an email address, cell phone, or internet connection is bombarded by scams trying to trick them into parting with their money. These scams occur on a widespread and consistent basis. In this article we’ll talk about inheritance scam documents, provide a checklist of signs of an inheritance scam, and …

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