Summary of Q3 2019
While market volatility can be uncomfortable for investors, volatility often represents an opportunity for investors as well as an opportunity to refinance real estate.
2019 has been a busy year for IPOs and many clients have asked us how stocks perform AFTER their IPO or whether to invest in exchange funds to diversify single-stock exposure.
Many brokers recently eliminated trading commissions which has made direct indexing even more attractive for many investors.
MFA was recognized by FA Magazine for fifth consecutive year. We owe a big "THANK YOU" to each of our clients!
Clients can access up-to-date portfolio information 24/7 via our iOS or Android mobile app and/or client portal. For more detailed information, our team of financial advisors is always available to review portfolios, discuss specific investments and strategies, as well as answer any questions that come up.