MFAC BLOG

As we conclude “Your First Year of High-Net-Worth Financial Planning,” this final installment brings together the essential components...

Whether retirement is a distant dream, approaching rapidly, or your present reality, opportunities to enhance your retirement plan...

In today’s complex business landscape, comprehensive insurance planning and risk management are foundational elements often overlooked...

In the intricate world of wealth management, insurance planning and risk management form a crucial component that often doesn’t get...

In today's complex financial landscape, estate planning is a crucial component of comprehensive wealth management that often gets...

In today’s competitive job market, equity compensation has become an increasingly key component of total compensation packages,...

Tax planning is more than just filing your tax returns in April; it is about creating a comprehensive strategy to manage your tax...

In today’s complex financial landscape, affluent investors face many opportunities and challenges when it comes to investment planning....

As we delve deeper into our wealth management series for affluent investors, we've laid the groundwork by exploring the need for...

Embarking on your wealth management journey can feel daunting, especially in the first year. However, the key to long-term success lies...

In recent years, the United States has witnessed a remarkable surge in wealthy individuals. The number of millionaires has nearly tripled...

Welcome to our exclusive blog series, "Your First Year of High-Net-Worth Financial Planning," designed specifically for affluent...

As the year draws to a close, it’s important for employees with equity compensation to review their holdings in restricted stock awards...

The media has been abuzz since the Federal Reserve’s (Fed’s) decision to lower their benchmark interest by .50%, a larger move than many...

You are probably aware of the three most crucial aspects of real estate investing: location, location, location. This concept is also...

Restricted stock units (RSUs) are a popular form of equity compensation for publicly traded companies seeking to attract and retain top...

The world of equity compensation has grown over the past few decades.  With employers looking for new ways to attract, retain, and...

Assessing recent stock market volatility.

Today we live in a swirling sea of information.  The media, in all its forms, subjects us to a constant barrage of articles, headlines,...

History shows that a long-term investor should stay the course during an election year.