Insights
Perspectives & News
Market commentary, tax and estate guidance, and firm news, in plain English.
Investment Markets
August 2026 Market Commentary
Markets mostly advanced in August as strong corporate earnings, continued artificial-intelligence investment, and resilient business activity outweighed softer labor and consumer data. The S&P 500 gained 2.7%, International Developed equities gained 2.5%, and Emerging Market…
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Investment Markets
July 2026 Monthly Market Commentary
Markets finished July with mixed results as strong corporate earnings and continued investment in artificial intelligence were offset by slower economic growth, renewed energy-price pressure, and a more divided Federal Reserve. The S&P 500 was approximately flat for the month…
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Investment Markets
2026 Mid-Year Review & Outlook
The first half of 2026 was a good reminder that successful investing requires distinguishing between sensational headlines and the long-term forces that drive portfolio returns. At the beginning of the year, investors questioned whether the U.S. economy could avoid recession…
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Estate Planning
Preparing Heirs for Wealth: The Missing Piece of Estate Planning
Many families spend decades building wealth with the goal of creating financial security and opportunity for future generations. They work diligently to save, invest, and develop thoughtful estate plans designed to transfer assets efficiently.
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Tax Planning
The Hidden Tax Risks in Your Retirement and Estate Plan
Many investors spend years diligently saving and investing for retirement. Yet one of the biggest threats to long-term wealth isn’t market volatility—it’s taxes. Over time, successful savers often accumulate substantial balances in retirement accounts, taxable investment…
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Company News
MCF Advisors Expands Presence in Northern Kentucky with Acquisition of Hoff Bujnoch & Associates
Acquisition underscores MCF’s dedication to building lasting advisor partnerships rooted in culture and community LEXINGTON, Ky. — May 8, 2026 — MCF Advisors, LLC (“MCF”), a Kentucky-based registered investment adviser (“RIA”) serving families, business owners, and retirement…
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