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MFAC BLOG


Investing in Retirement: Structure, Evidence, and Peace of Mind
Retirement marks a fundamental shift—from building wealth to using it wisely. You’re no longer saving for “someday.” You’re living it. But for many retirees, investing actually feels more uncertain in this phase, not less. Market headlines are relentless. Volatility is unnerving. And the stakes feel higher when you've made that switch from accumulating wealth to spending it. That’s why I believe retirement investing should be grounded in structure, evidence, and personal rele
Tad Jakes, CFP®, EA, ECA
3 days ago6 min read


Wealth Management Series Wrap-Up: Crafting Your Personalized Path Forward
As we conclude “Your First Year of High-Net-Worth Financial Planning,” this final installment brings together the essential components...
Tad Jakes, CFP®, EA, ECA
Jun 30, 20254 min read


Mastering Investment Planning: A Primer for Affluent Investors
In today’s complex financial landscape, affluent investors face many opportunities and challenges when it comes to investment planning....
Tad Jakes, CFP®, EA, ECA
Mar 26, 20255 min read


Recognizing the Need for Wealth Management
In recent years, the United States has witnessed a remarkable surge in wealthy individuals. The number of millionaires has nearly tripled...
Tad Jakes, CFP®, EA, ECA
Mar 13, 20252 min read


Fed Rate Cuts: A Short-Term Distraction for Long-Term Investors
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...
Tad Jakes, CFP®, EA, ECA
Oct 2, 20242 min read


Tax-Efficient Investing: How Asset Location Can Boost Your After-Tax Returns
You are probably aware of the three most crucial aspects of real estate investing: location, location, location. This concept is also...
Tad Jakes, CFP®, EA, ECA
Aug 28, 20245 min read


Election Years and the Markets: How Long-Term Investors Win the Race
History shows that a long-term investor should stay the course during an election year.
Tad Jakes, CFP®, EA, ECA
Apr 25, 20244 min read


S&P 500 at All-Time Highs: Is Your Portfolio Due for a Rebalance?
In the world of financial markets and investment portfolios, there is no shortage of strategies, philosophies, tips, and tricks....
Tad Jakes, CFP®, EA, ECA
Mar 25, 20245 min read


Fear of Missing Out: The Perils of Chasing Stocks
In the fast-paced world of investing, the allure of chasing popular stocks can be tempting. The promise of quick riches, the thrill of...
Tad Jakes, CFP®, EA, ECA
Mar 14, 20245 min read


How to Maximize After-Tax Yield and Pitfalls to Avoid
Due to the Federal Reserve's rate hiking cycle, interest rates for many fixed-income securities are the highest we’ve seen since 2007. ...
Tad Jakes, CFP®, EA, ECA
Mar 6, 20246 min read

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