The below article was originally written by MFA Managing Partner, Matt Shibata, for financial advisors and appeared in the June 2022 issue of NAPFA Advisor magazine (original can be found here: https://education.napfa.org/URL/Product/2b84f1fc-1604-4d06-8611-c8963b4037fe). However, it is…
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With financial markets up in 2023 and the IPO window expected to open in 2024, it is a good time to evaluate one’s portfolio and consider tax-smart strategies. Direct Indexing Investors may be interested in…
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MFA Presents-College Fit and Beyond –A two-part Workshop for parents of college-bound students Topics covered in this workshop: Trends in the college application process post-Covid-19 (SAT/ACT Test Optional) How to remain competitive through high school…
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Below is a summary of global financial markets in Q3 2021. Please do not hesitate to reach out with any questions. Enjoy! 2021 Q3 Market Review.pdf
Below is a summary of global financial markets in Q2 2021. Please do not hesitate to reach out with any questions. Enjoy! 2021 Q2 Market Review.pdf
Below is a summary of global financial markets in Q1 2021. Please do not hesitate to reach out with any questions. Enjoy! 2021 Q1 Market Review.pdf
MFA has four core values: Integrity, Team, Ownership, & Care. We believe an important aspect of CARE is promoting awareness for and supporting marginalized communities. Through our charitable-matching program for employees, MFA recently donated to an organization that…
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The phrase “Happy New Year!” seems to take on extra meaning this year. Reflecting on 2020, it is difficult to know where to begin or what lens to view it through. Among other things, we…
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Happy New Year! Below is a summary of global financial markets in 2020. Please do not hesitate to reach out with any questions. 2020 Market Review.pdf
We do not have many clients in their 20s, but many of our clients’ children are approaching college or have recently graduated. This segment of population is not well-served by the traditional wealth management industry,…
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