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  Below is a summary of global financial markets in Q4 2024. Please do not hesitate to reach out with any questions. Enjoy! 2024 Q4MR  

Against a backdrop of geopolitical tensions, economic challenges, and electoral uncertainty, 2024 proved the resilience of public financial markets and the power of human ingenuity once again…
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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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        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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  Below is a summary of global financial markets in Q3 2024. Please do not hesitate to reach out with any questions. Enjoy! 2024 Q3MR  

    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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        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 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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