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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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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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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Market Summary: 2021 Q3
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
Market Summary: 2021 Q2
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
Market Summary: 2021 Q1
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
Stop AAPI Hate
MFA has four core values: Integrity, Team, Ownership, & Care. We believe an important aspect of CARE is promoting awareness for and supporting marginalized communities. Through our charitable-matching program for employees, MFA recently donated to an organization that…
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