Blog Archives Archives

Certificates from the Family Firm Institute Extend MCS’ Expertise

Leave a Comment / Blog Archives / January 10, 2008

“The FFI Certificate Programs benefit both family wealth advisors and their clients by establishing knowledge standards for better serving family-owned enterprises and families of wealth,” says Stalker. “MCS Financial Advisors has an on-going commitment to professional growth, and staying apprised of the latest research and most effective processes in order to best serve our clients.” […]

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Moving to Higher Ground

Leave a Comment / Blog Archives / September 20, 2007

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. One big cause of the disturbance can be traced back to financial engineering, in the form of exotic mortgage backed securities and E Z credit

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MarbleWorks® and Your Estate

Leave a Comment / Blog Archives / September 20, 2007

MarbleWorks® is a construction toy where a variable structure of chutes and curly-qs is built in a tower-like structure, and then a handful of marbles is poured through. The marbles tumble along the player-built paths, arriving at any number of receptacles at the bottom. Some marbles may quickly reach the bottom, while others get delayed

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Schwab 1099 Reconciliation Process

Leave a Comment / Blog Archives / April 30, 2007

Each year, around the beginning of March, we produce reports that reflect the taxable income activities in your accounts during the preceding tax year. Also each year, in mid February, some of you become concerned about the status of these reports. After some thought, it seemed appropriate to let you know, what happens behind the

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Client Referral

Leave a Comment / Blog Archives / April 30, 2007

We would like to more fully promote the same process at MCS Financial Advisors. Since we are looking to gradually expand our family of clients, we could think of no better way to do this than to invite members of our current client family to help. Do you have friends or relatives who are frustrated

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Michael Message-Outlook for 2007

Leave a Comment / Blog Archives / February 12, 2007

As Spring peeks over the horizon and the days continue to lengthen, this seems a good opportunity to shed some light on the economic outlook for the next year, and on appropriate investment strategies based on that assessment. Looking ahead is not an idle exercise. It’s the only way to base an investment strategy. Yet,

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Selling Your Home in a Down Market

Leave a Comment / Blog Archives / November 28, 2006

It’s over, finished, gone, and I’m not talking about the Thanksgiving Turkey. I am talking about the seismic shift in the real estate market. What’s over and done with is the growth during the past four years that saw home prices ascend the way Lance Armstrong assaulted an Alpine peak. Now the market has cooled,

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The Investment Journey

Leave a Comment / Blog Archives / November 15, 2006

Real Estate Poses Risk One of the ironies of the recent housing boom (boom is a kind word for rapid asset inflation that enriches investors and makes them believe they’re smarter than they actually are) is that, until recently, inflation as measured by the Consumer Price Index (CPI) remained in check. This kept interest rates

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Residential Housing & the Economy

Leave a Comment / Blog Archives / June 20, 2005

In my September, 2002 newsletter, I suggested that the stock market bubble was transferring into real estate. Today, you can’t pick up a financial publication without seeing a reference to the real estate “bubble” both in the U.S. and abroad Market Bubbles What is a bubble? The term bubble is used to describe a financial

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Risk Tolerance

Leave a Comment / Blog Archives / September 9, 1997

While academics and investment professionals define risk as “fluctuation” or “volatility,” most people see risk as the possibility of incurring a loss. An investor who experiences a dramatic increase in the value of a stock, for example, may not see it as risky or volatile. Instead, the rise is interpreted as a confirmation of a

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