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…
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Selling Shares After IPO Lockup
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…
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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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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…
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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.