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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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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MFA Presents-College Fit and Beyond –A two-part Workshop for parents of college-bound students Topics covered in this workshop: Trends in the college application process post-Covid-19 (SAT/ACT Test Optional) How to remain competitive through high school…
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Below is a summary of global financial markets in Q3 2021. Please do not hesitate to reach out with any questions. Enjoy! 2021 Q3 Market Review.pdf
Below is a summary of global financial markets in Q2 2021. Please do not hesitate to reach out with any questions. Enjoy! 2021 Q2 Market Review.pdf
Below is a summary of global financial markets in Q1 2021. Please do not hesitate to reach out with any questions. Enjoy! 2021 Q1 Market Review.pdf