Entries by admin

MC Stories – Eliminating Capital Gain Tax on the Sale of an Appreciated Asset Through the Use of a Charitable Tax-Exempt Trust

For many investors, a barrier to diversifying their portfolio is the impact of losing 25% of their profits if they sell a highly appreciated asset. If you are charitably inclined, that barrier can be eliminated by using a tax-exempt trust, as outlined by the following example: Let’s assume you have a highly appreciated asset (perhaps […]

MC Stories – Wearing Multiple Hats

If I were to ask you how many hats do you wear, what would your answer be? For me, I wear the hats of wife, mom, Associate Advisor, and student. Unfortunately, time does not expand the more hats you wear. So how can we juggle the different roles that we are in? It is important […]

Mid-Quarter Newsletter – May 2020

The Birth of the Federal Reserve Global central banks and their unconventional monetary policies have been in the limelight since the financial crisis in 2008. Given the unprecedented actions of the Federal Reserve (aka the Fed) recently, we wanted to give you a closer look into why the U.S. central bank was created and how […]

MC Stories – Set it and Forget it

That sound you heard earlier in April, all across America, was the clattering of knives and letter-openers, dropped to the floor by retirement age investors staring at their quarter-end 401(k) statements. What had gone wrong with their “set it and forget it” investment plan? The “set it and forget it” rhyming aphorism is one among […]

Whitepaper – The New RIA Workplace

Our industry, our country, and the entire world was turned on its head in March as local and federal governments began to institute widespread stay-at-home orders. While some RIAs were caught flat-footed from a technology perspective, the RIA industry has been luckier than many brick-and-mortar establishments that needed to completely shut their doors during this […]

MC Stories – Gen Z’s American Dream

For most 20th century Americans, the goal was, have a house with a white picket fence, two kids and a dog named Spot. For their future, they imagined flying cars and holographic images, something you would see in a sci-fi film. For those born between the years of 1997-2015, known as Generation Z, the idea […]

MC Stories – Finding Calm in the Chaos

What has been your reaction to pandemic news? Perhaps you are instinctively driven to hunker-down and shelter in place with your loved ones. Maybe it’s the opposite – perhaps you are driven to action and do whatever you can to stock up on food and supplies to weather the storm. Perhaps you are somewhere in […]

MC Stories – Identifying Your Relationship With Money

We all have a unique relationship with money. Usually, this association is deep-rooted and developed over time starting from early childhood. Money Scripts are identified as the unconscious beliefs we have about money, often partial-truths, and sometimes they are passed down from generation to generation. Our money scripts tend to correlate certain statistics, such as […]