MCS team

Portfolio stress testing is often sought in times of market volatility. Unfortunately, this often boils down to doing too little too late. In this blog we’re going to cover what stress testing a portfolio is, and when and why you should do it. What is portfolio stress testing? We’ve written about the definition of portfolio

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

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

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

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

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

Financial scams in Bend, Oregon are exploding with the growth of the internet, just as they are for the rest of the country. In this article we’ll discuss common scams, how to recognize them, and some steps you should take to ensure you won’t be a victim. Before we get started, we are financial advisors