Below is a summary of global financial markets in Q1 2024. Please do not hesitate to reach out with any questions. Enjoy! 2024 Q1 QMR
Retirement Planning: Eight Steps to Help You be On Track
Saving for retirement and your children’s future education are two of the most significant financial goals you’ll likely encounter in your lifetime. However, determining how much to save for each can be challenging and overwhelming….
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2024 Women’s Health Event
To celebrate Women’s History Month, we hosted world-renowned women’s health expert Dr Stacy Sims to debunk myths surrounding women’s health and fitness. Dr Sims also explained why it’s important to have a women-specific approach to…
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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…
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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…
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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….
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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
Direct Indexing: A Tool For ESG And Philanthropy
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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Tax Smart Transitions: Direct Indexing & Opportunity Zones
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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