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 …
Inheritance scam document (examples + checklist) Read More »
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 …
Protect yourself from financial scams in Bend, Oregon! Read More »
Camp Transitory vs. Camp Persistent vs. Camp “Surely, you can’t be that sure” The debate about inflation and its implications for investors has been heating up for months. This newsletter discusses the ‘Camps’, or schools of thought, that experts have aligned themselves with to explain the data and its implications for stock and bonds. The …
Keeping your money safe online is no simple task. In this article we’ll cover: The types of identity theft How to protect your money from identity theft How can you protect your online identity Protecting your online identity and reputation A cybersecurity checklist and internet security tips you should use Before we get started, take …
A guide to keeping your money safe online (+ cybersecurity checklist) Read More »
Oregon is a beautiful and peaceful place to live – but how good an idea is retiring in Bend, Oregon? Read on and we’ll tell you what you need to know! 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 …
The decision to hire a financial advisor is an important one that can have a major impact on the quality of your life. If you are wondering how to find a fee-only financial advisor, we’ll fill you in on the four steps to take to find the right person to help you manage your wealth. …
How to find a fee-only financial advisor: four easy steps Read More »
What services do you offer? What is your new client minimum investment amount? Will you sign a fiduciary oath? If not, why? What are your professional designations, certifications and/or licenses for the services you will provide me? Who makes the investment decisions, and what are their credentials/experience? How much would I pay to have you …
The Shortest Recession on record received the Most Stimulus on record, the result of a dire situation and reflexive response. The consequences of unleashing a flood to extinguish a conflagration will be fodder for many books to come. Interesting times, indeed, as the herky-jerky, pandemic-hobbled global recovery continues and Covid-19 becomes more virulent. In the …
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.
