Categories
Consulting
How to Work with a Financial Advisor
We recommended learning everything you can about the prospective advisor’s background, credentials, philosophy, and practical processes. We also talked about the three values that we …
MCS Extends Its Commitment to Integrated Family Systems Advising
In October, Michael Stalker, Doug Lyons, and Joe Paul – our new consultant to families with businesses – traveled to London for the annual conference …
What to Look for When “Shopping” for a Financial Planner
What Do I Get When I Hire a Financial Planner?As in so many areas of life, cost reflects value. The cost of a financial plan …
What’s the Money For?
The primary reason I joined MCS was because its culture and philosophy emphasize not only responsible asset management and long-term planning, but equally the freedom …
Don’t Get Burned by the Financial Planner Name Game
We have posted this pamphlet to help you understand the differences in the qualities of services provided by people that claim to be different levels …
Understanding a Financial Advisor’s Standard of Care
The sale of a business, a divorce, inheritance or retirement marks major turning points in someone’s life. Wealth is in transition; its purpose is likely …
Certificates from the Family Firm Institute Extend MCS’ Expertise
“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,” …
MarbleWorks® and Your Estate
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 …
Client Referral
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, …
Risk Tolerance
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 …