If MCS clients’ assets were one big portfolio, 2012 investment performance was up 6.4%. Individual client returns ranged from 2.9% to 12.2% for the year. These asset value increases compare with 16% for the S&P 500 (stock index) and 4.2% for the Barclays Capital Aggregate Bond Index (taxable bonds). 1 As year end approached, the […]
2012 Performance Report and Investment Outlook Read More »
This is part two of a two-part series on IRAs. In our last newsletter, I addressed “The Importance of IRA Beneficiary Designations.” When done correctly, beneficiary designations can be an inexpensive yet powerful estate planning tool. When done poorly, they can be a disaster waiting to happen. This article addresses the tax and legacy benefits
Stretch IRAs: A Case Study Read More »
Over the past year, we have added an equity subadvisor to many of our clients’ portfolios for those accounts over $1 million. In doing so we asked our clients if they wanted to apply one or more socially responsible investment (SRI) screens to their investment strategy and, if so, which one(s). We also invited our
Client Feedback: Investment Screens Read More »
After stunning first quarter returns (up 12%), stocks1 lost 3.3% in the second quarter, yet they remained up 8.3% for the year (through June 30). By comparison, first quarter client returns for our income/growth strategy were 2.03%, and second quarter returns were 1.80%, for a year-to-date performance of 3.85% as of 06/30/2012.2 I find the
2012 Second Quarter Performance Report and Investment Outlook Read More »
During the quarter, MCS cautiously expanded its stock buying, depending on client circumstances. The move into stocks had been planned for months and was not a result of trying to get in on 2012 first quarter stock gains.The big gains actually held back our willingness to commit to equities, because higher stock prices are less
2012 First Quarter Performance Report and Investment Outlook Read More »
If MCS clients’ assets were one big portfolio, performance year to date was up 5.5% through September 30. Individual client returns ranged from 2.4% to 11.3% year to date. These asset value increases compare with 16.5% for the S&P 500 (stock index) and 4% for the Barclays Capital Aggregate Bond Index (taxable bonds). MCS clients
2012 Third Quarter Performance Report and Investment Outlook Read More »
MANY OF AMERICA’S most successful business leaders are voluntarily “taxing”their business incomes and/or estates up to 100 percent to redistribute their wealth for social good. Surprised? It is not an entirely new idea. One example: Since 1982, Newman’s Own Inc., a natural-food company, has donated 100 percent of its net royalties and profits to Newman’s
A Voluntary Wealth Tax Read More »
Selling real estate is challenging in a stable market. But what about selling a house in a competitive market, when momentum has shifted from sellers to buyers, prices are falling, or recession talk abounds? In this article we’ll cover the pitfalls to avoid and provide some tips for homesellers. Emotional bias can set in when
Take a deep breath, seller: A guide to selling a house in a competitive market Read More »
The road to wealth – and the route chosen to pass it on to succeeding generations – is deeply personal. Beneath the surface of wealth ownership, management, governance, and inheritance are living breathing human beings. Each family presents a complex array of talents, abilities, perspectives, desires, and weaknesses. It is the complexity of these relationships
Shoulder to Shoulder in the Wealth Management Journey 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.
