Insights
Perspectives & News
Market commentary, tax and estate guidance, and firm news, in plain English.
Investment Markets
MCF Insights: Our Bias Shapes our Decisions vs. Reality
By Dave Harris, CEO I decided to take a minute to write about how I see repeated evidence of our own beliefs / biases formulating our opinions and thereafter our decisions versus what is the actual real data or empirical evidence. Almost daily when talking with clients, friends…
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Financial Planning
MCF Insights: Ideas for Reducing the Cost of College
Encourage your student to think about their future financial self
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Tax Planning
MCF Insights: Tax-Efficient Investing
Taxes are a reality of life. As a result, taxes should be included in the evaluation and construction of any portfolio plan. Investors that ignore the effect of taxes on investments may end up paying higher taxes and earlier than needed.
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Financial Planning
MCF Insights: Special Needs Require Special Planning
Make sure you protect against disqualifying an individual for services
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Investment Markets
MCF Insights: Market Corrections Can Be Healthy and Beneficial
Why is a market correction healthy and beneficial? Because it prevents another bubble from forming. Bubbles occur when stock prices get clearly out of line with the earnings potential of the underlying companies.
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Estate Planning
MCF Insights: An Estate Planning Primer for Business Owners
Business owners have enough responsibilities when it comes to managing their business and personal finances. There is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate. However, it is the one…
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