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 »
Municipal Bonds Play Foil to State Budget Crisis MCS Financial Advisors has purchsed for its clients taxable and tax-exempt bonds from a diverse array of California municipalities. We have no significant exposure to California general obligation (GO) bonds, the subject of much discussion in financial communities and the media. The state’s budget crisis and the …
THE RECENT STOCK market recovery has put many investors back into sleep mode when it comes to the risks they face. Many investors are like the frog in the familiar story – a frog dropped into boiling water will immediately jump out; but if placed in cold water that is slowly brought to a boil, …
Com-pen-sa-tion noun 1: payment 2: an attempt to make up for an injury, loss, or imbalance THERE ARE TWO ASPECTS of the word compensate that make things complicated in family businesses. The first is rather straightforward; it has to do with a financial ledger. It is simply about money and benefits given in return for …
It is a challenging season. One farmer reaps the harvest of a successful crop while his neighbor’s crop fails. The successful farmer feels his neighbor’s pain; he knows he shares his vulnerability for loss, and he reaches out with a gesture of support – in part because of their material interdependence, in part because of …
Those who have been with me for decades have patiently listened to or read a recurring theme: Contrary to what Wall Street firms repeat ad nauseam, long-term investing in risky assets does not always make you more money. Nor does it make sense to blindly hold risky assets for the (undefined) long run. As a …
MCS Financial Advisors’ Focus on Risk Management Pays Off – Big Time Read More »
In my fall 2007 newsletter article titled “Moving to Higher Ground,” I wrote, “A major earthquake, in the form of the sub-prime mortgage crisis, has unleashed a tsunami that will engulf most residential housing markets and have significant repercussions for the economy in general.” And, “I have begun selling stocks in client portfolios in order …
For many years, MCS Financial Advisors has counseled clients that the conventional wisdom regarding the superiority of stock investing is a half truth promoted by the financial services industry as the whole truth and nothing but the truth. The accompanying graph is one of the best I’ve seen to illustrate the point. Financial advisers and …
Picture a vehicle careening around a hairpin turn on a steep mountain road, two wheels off the ground. Most Americans and Congress are in the trunk of this vehicle. Paulson and Bernanke are in the back seat, wrestling with the steering wheel that has come off in their hands, trying to get it back on …
Isn’t this all one big crisis? In a word, yes. But the devil is in the detail, and so is understanding. In this article, I propose that behind all these crises is the crisis of solvency. The Root of the ProblemThe origin of the current crisis can be traced to unsound real estate lending practices …
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Toll Free 800-525-8808
Phone 541-345-7023
750 NW Charbonneau St. Suite 201
Bend, OR 97703
79 Centennial Loop
Eugene, OR 97401
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