When it comes to investing, a big obstacle many people face is the fear of catastrophe. If you invest in a stock, there’s always the possibility that the value may drop…
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How to Avoid Black Swans
Expatriation from the US: Tax Implications
In recent years, more American citizens and permanent residents (green card holders) have considered expatriation—formally renouncing U.S. citizenship or relinquishing long-term permanent residency (we should note that we are using the…
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2024 Q3 Market Review
Below is a summary of global financial markets in Q3 2024. Please do not hesitate to reach out with any questions. Enjoy! 2024 Q3MR
Navigating Cross-Border Financial and Tax Planning for US and Australia
In today’s globalized world, businesses and individuals frequently operate across borders which presents both opportunities and challenges. Proper planning can minimize tax liabilities, avoid double taxation, and ensure compliance with the tax laws…
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Understanding Employee Stock Options: A Guide for Employees
Employee stock options are a popular form of non-cash compensation, especially at startups and technology companies. Options provide employees the opportunity to own shares of the company that they work for,…
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My Firstborn is Off to College … Now What?
My son, Jared, is the first baby among our MFA team to grow up and be college bound. Like many MFA clients, I had key aspects of my financial plan designed around Jared….
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Economic & Market Update 2024
GDP, unemployment, housing, interest rates, market, … (re)watch the recording of our webinar hosted by Matt Shibata, Chief Investment Officer at MFA.
MFA Mobile App Overview
Why the US Economy Can Be Strong in Times of Conflict
During his farewell address in 1961, President Eisenhower (the retired Army general who led the allies to the beaches of Normandy on D-Day) warned the American people about the “military-industrial complex” which had been passed…
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How Will Inflation Impact my Retirement Savings?
Inflation, often referred to as the silent thief, has brought a lot of attention to itself over the last few years. Although it has an impact on our everyday lives, it especially affects retirees living…
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