COVID-19 and Contingency Planning
The MCS mission to “Transform money from a source of worry to a resource for fulfillment” extends beyond “Managing Risk to Increase Wealth”. I
Michael C. Stalker
The MCS mission to “Transform money from a source of worry to a resource for fulfillment” extends beyond “Managing Risk to Increase Wealth”. I
Michael C. Stalker
My Devices:
My computer/tablet/phone requires a password before I can use it
Anti-virus software is installed and set to automatically update on
Jeffrey B. Yamada
The recent Equifax data breach affecting 145 million records has been a sensational story. Equifax is one of the three credit agencies (Equifax, Exper
Jeffrey B. Yamada
This spring, MCS participated in a survey performed by Inside Information, a financial industry publication produced by Bob Veres. From 956 responses,
Jeffrey B. Yamada
Use this list to mark off how you have protected yourself from cyber- and identity-theft.
My Devices
My computer/tablet/phone requires a
Jeffrey B. Yamada
Medical alert services provide people with more freedom and security, while giving their loved ones (who worry about them) more peace of mind. Because
Jeffrey B. Yamada
In March, MCS stopped cyber-thieves’ attempts to steal money from two of our clients’ accounts. Using our clients’ own email accounts, the thi
Jeffrey B. Yamada
This is the first article in a series that will focus on identifying issues related to incapacitation and offering practical guidance and solutions. I
Jeffrey B. Yamada
I was recently thinking about the concept of "constructive paranoia" that I'd read about in Jared Diamond's "World Until Yesterday: What Can We Lear
Jeffrey B. Yamada
A young couple, both of whom were dentists, came to us for financial planning. How to improve the returns on their $1 million investment portfolio and
Jeffrey B. Yamada
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 a
Michael C. Stalker
At MCS, we often talk about the fiduciary standard and how important we feel it is to act in your best interests. Many of you hired us because you rea
Jeffrey B. Yamada
"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, p
Michael C. Stalker
A slowing Chinese economy coupled with a surprise devaluation of the Chinese currency (seen as confirmation of Chinese problems) has scared the bejesu
Michael C. Stalker
Longtime clients understand the value that MCS brings to the table in the area of asset management. Michael’s track record – from keeping you safe
Jeffrey B. Yamada
Who do you trust these days? Probably not business. The 2009 Edelman Trust Barometer showed that those in the U.S. most willing to “trust business t
Michael C. Stalker
The expectation of economic recovery has investors breathing a sigh of relief, and the stock market (S&P 500) has rebounded 19 percent over the first
Michael C. Stalker
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 cor
Michael C. Stalker
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 o
Michael C. Stalker
Note: The following is written for those who live in non– community property or non–marital property states. If you live in Alaska, Arizona, Calif
Jeffrey B. Yamada
If you are like many of our clients the process of growing your wealth has created transitions in the advisers you hire.
As your income grew, you may
Jeffrey B. Yamada
See and read Michael's comments on KMTR regarding Bank Transfer Day. http://www.kmtr.com/news/local/story/Bank-Transfer-Day-what-is-it-and-what-are-t
Michael C. Stalker
MANY OF AMERICA'S most successful business leaders are voluntarily "taxing"their business incomes and/or estates up to 100 percent to redistribute the
Michael C. Stalker
A buyer's market, where excess supply and foreclosures drive prices down, means readjusting your expectations. “Getting the best price” now means
Michael C. Stalker
Of Warren Buffett’s many famous quotes, his rules for investing stand out:
Rule 1 – “Don’t lose money”
Rule 2 – “Never forget Rule
Jeffrey B. Yamada