As the post-IPO lockup period of Reddit expires this week, it is a good time to revisit a common question that we get from clients: “Now that I am able to sell…
Read More
Selling Shares After IPO Lockup
Post-IPO Performance
After a roughly two-year hiatus, the IPO market is beginning to open up again. Many of our clients are curious about IPO performance, either because they are interested in investing in IPOs…
Read More
2024 Q2 Quarterly Market Review
Below is a summary of global financial markets in Q2 2024. Please do not hesitate to reach out with any questions. Enjoy! 2024 Q2 QMR
New Client Pledge
We are excited to announce the official launch of our New Client Pledge! We feel incredibly fortunate to do the work we do, work with the clients who we work with, and giving back to…
Read More
New Client Portal Feature: Account Aggregation
We are pleased to announce that our clients now have the ability to link outside accounts (such as bank accounts, credit cards, and so on) to MFA’s client portal. This new feature provides clients with…
Read More
Tax in 2024: Deadlines You Should Not Miss
Stay ahead of the game in 2024 with our comprehensive guide to the essential tax deadlines in the United States. As tax season approaches, knowing key dates is crucial for individuals and businesses alike to…
Read More
Market Returns during Election Years
As election season heats up, many people are asking how it will impact the stock market. While every election is different, quantitative asset manager Dimensional Fund Advisors (DFA) has dug into past election year data…
Read More
Women’s Health Webcast / March 14, 2024
March is Women’s History Month! MFA is thrilled to announce that Dr. Stacy Sims, an exercise physiologist, and nutrition scientist, will be joining us for a conversation on women’s health and wellness on March 14….
Read More
MFA: IPO Stock Options Readiness Webinar
MFA experts in wealth management and tax advisory will discuss relevant questions they receive from employees working for companies that may soon experience an IPO or liquidity event. Register Here
2023 Q4 Quarterly Market Review
Below is a summary of global financial markets in Q4 2023. Please do not hesitate to reach out with any questions. Enjoy! 2023 Q4 QMR