This exhibit compares today’s environment with the Dot-Com Stock and Real-Estate booms. Due to formatting constraints, it must be viewed as a PDF.
Exhibit: Toxic Demand and Financial Manias – Have we learned nothing? Read More »
If MCS clients’ investments were treated as one large portfolio including their cash, on average clients gained 1.44% after fees. The range of individual client returns was from -0.73% to 3.61%. For comparison purposes, the S&P 500 Total Return Stock index earned 1.35%, and the Barclays Aggregate Bond Index was up 3.03% for the year.
2016 First Quarter Report Read More »
If MCS clients’ investments were treated as one large portfolio including their cash, clients gained 1.64% after fees. The range of individual client returns was -2.48% to 6.65%. For comparison purposes, the S&P 500 Total Return Stock index earned 1.38%, and the Barclays Aggregate Bond Index was up 0.55% for the year. Clients with the
2015 Year End Newsletter & Outlook Read More »
I’ve been thinking about the growing issue of identity theft and the offerings in the market to address it. Since most identify theft focuses on access to money (banking and financial info), I’ve developed this review of the problem and options for addressing it. A few years ago Jeff wrote an article on indentify theft
Thoughts on Identity Theft Read More »
Despite the 3rd quarter turmoil, MCS client portfolios remained stable. If MCS clients’ investments were treated as one large portfolio including their cash, the nine month 2015 return was 0.23%. Individual client returns ranged between -4.0% and 3.0%. The client with the lowest return was negatively impacted by higher stock exposure. Of the two clients
2015 Third Quarter Report1 Read More »
“Toto, I’ve a feeling we’re not in Kansas any more.” Dorothy, Wizard of OZ, 1939 Financial Tornado #1 On Monday morning, August 24, 2015, panicky US investors had a boatload of sell orders lined up for the New York Stock Exchange’s 9:30 opening bell. The Chinese stock market had dropped a stunning 8% the day
Thunderstorms and Tornados Read More »
A slowing Chinese economy coupled with a surprise devaluation of the Chinese currency (seen as confirmation of Chinese problems) has scared the bejesus out of investors. The fear is that China, the world’s second largest economy, will stall economic growth across the globe. For some countries, it’s true. Recent US stock market volatility can be
The Sky is Not Falling, It’s Just a Thunderstorm. Carry On. Read More »
I am playing with the format of this report to hopefully make it more accessible. MCS clients’ interest in financial markets varies considerably. Finance is fascinating for some and a difficult, boring language for others. If you have comments or suggestions to improve this or other communication, please let Jeff or me know! Executive Summary
2015 Second Quarter Report1 Read More »
If MCS clients were one large portfolio including their cash, the first quarter 2015 return was 1.35%. Individual client returns ranged between -.25% and 2.49%. The client with the lowest return was negatively impacted by exposure to a large inherited position in Exxon with very low cost bas is. The client with the highest returns
2015 Performance Report and Investment Outlook1 Read More »
If MCS clients were one large portfolio including their cash, the 2014 return was 8.99%. Individual client returns ranged between 14.71% and 3.72%. The client with the lowest return was negatively impacted by exposure to European stocks and had fewer bonds overall. The client with the highest returns had a significant portion of zero coupon
2015 Performance Report and Investment Outlook 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.
