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MFAC BLOG


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


Tax-Gain Harvesting: A Strategy You May Be Overlooking
If you are a seasoned investor, you are likely familiar with the idea of "tax-loss harvesting," which is a strategy that allows you to...
Tad Jakes, CFP®, EA, ECA
Feb 14, 20248 min read


Tax-Loss Harvesting: A Smart Move for Savvy Investors
Maximizing your investment returns involves more than just selecting the right asset allocation or investments. It also entails...
Tad Jakes, CFP®, EA, ECA
Jan 3, 20247 min read


Flying Financially Blind: Schwab Survey Shows Most Respondents Lack a Financial Plan
The 2023 Schwab Wealth Survey showed that 65% of respondents lack a formal financial plan. Are you one of them? If so, what’s holding...
Tad Jakes, CFP®, EA, ECA
Nov 30, 20236 min read


Shifting the Investment Process from Speculation to "Evidence-Based"
Google “investment strategies” and prepare to be overwhelmed. You will be bombarded with a litany of choices provided to you by blogs,...
Tad Jakes, CFP®, EA, ECA
Nov 9, 20236 min read


Why Timing the Stock Market Can Be a Dangerous Game
Have you ever tried to time the stock market? How did it work out? Did you rake in armfuls of cash or did you kick yourself for even...
Tad Jakes, CFP®, EA, ECA
Oct 17, 20236 min read


Tax-Wise Investing: The Underrated Power of After-Tax Returns
When we invest, we strive to maximize returns for our targeted level of risk. In that quest, a common oversight by investors is to focus...
Tad Jakes, CFP®, EA, ECA
Sep 22, 20236 min read


Investing Your Next Dollar: How to Build Wealth Strategically
Let’s face it, the investment world is vast and can be overwhelming even for the experienced investor. You know you should invest for...
Tad Jakes, CFP®, EA, ECA
Sep 11, 20235 min read


Have a 401(k)? IRS Delays New Secure Act 2.0 Rule for Catch-up Contributions
In a significant development in the retirement savings landscape, the Internal Revenue Service (IRS) recently announced a delay in the...
Tad Jakes, CFP®, EA, ECA
Sep 2, 20232 min read

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