Category: Wealth Management

Melissa Q&A
Q&A with Melissa Santas Peterson of MFA’s Wealth Management Practice

Read our Q&A with Melissa Santas Peterson, CFA, President & Chief Investment Officer of MFA's…

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womens financial wellness
Women & Financial Wellness: Tips for Taking Control of Your Finances

While nearly everyone has been affected by the COVID-19 pandemic, the economic impact has been…

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Retirement Contribution Extensions, Tax Increases, and More Market-Related News This Week

Our team is monitoring deadline extensions, potential tax increases, and more market-related news that could…

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Investment and Inflation
Understanding the Relationship Between Inflation and Investing

Inflation is the rate at which the average prices of goods and services increase over…

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Investment Time and Timing
Time, Not Timing, Is the Key to Investing

This year has presented investors with many reasons to reevaluate their investment strategy, or even…

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Financial Goals Aligned to Market Volatility
Aligning Your Financial Plan to Your Goals During Market Volatility

While the market volatility of 2020 has been remarkable, valuations and capital markets assumptions are…

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Year-End Financial Planning
Year-End Financial Planning Checklist

We highlight a few of the common themes, answer some frequent questions, and summarize steps…

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Family Business Legacy Planning
The Family Business: Leaving a Legacy

Examining opportunities for family business owners to leave legacies for their families through estate planning…

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Managing Your Illiquid Wealth
What About My Business Assets? A Guide to Helping Business Owners Manage Their Illiquid Wealth

Business owners should examine their business from an investment perspective and consider valuation, insurance, estate…

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Grantor Retained Annuity Trust (GRAT)
Estate Planning Opportunity: Grantor Retained Annuity Trust (GRAT)

A GRAT is an irrevocable gifting trust that can make for a compelling estate planning…

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