Introduction Employee equity 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…
Read More
Selling Shares After IPO Lockup
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
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
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….
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
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
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
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…
Read More