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MFAC BLOG


Equity Compensation Planning: Maximizing Value While Minimizing Risk
In today’s competitive job market, equity compensation has become an increasingly key component of total compensation packages,...
Tad Jakes, CFP®, EA, ECA
16 minutes ago6 min read


Navigating the Tax Landscape
Tax planning is more than just filing your tax returns in April; it is about creating a comprehensive strategy to manage your tax...
Tad Jakes, CFP®, EA, ECA
Mar 314 min read


Mastering Investment Planning: A Primer for Affluent Investors
In today’s complex financial landscape, affluent investors face many opportunities and challenges when it comes to investment planning....
Tad Jakes, CFP®, EA, ECA
Mar 265 min read


Optimizing Cash Flow Management for Long-Term Wealth
As we delve deeper into our wealth management series for affluent investors, we've laid the groundwork by exploring the need for...
Tad Jakes, CFP®, EA, ECA
Mar 203 min read


Setting the Foundation: Your First 90 Days of Wealth Management
Embarking on your wealth management journey can feel daunting, especially in the first year. However, the key to long-term success lies...
Tad Jakes, CFP®, EA, ECA
Mar 183 min read


Recognizing the Need for Wealth Management
In recent years, the United States has witnessed a remarkable surge in wealthy individuals. The number of millionaires has nearly tripled...
Tad Jakes, CFP®, EA, ECA
Mar 132 min read


Mastering Your Finances: A Comprehensive Guide for Affluent Investors with Growing Wealth
Welcome to our exclusive blog series, "Your First Year of High-Net-Worth Financial Planning," designed specifically for affluent...
Tad Jakes, CFP®, EA, ECA
Mar 112 min read


Tax-Smart Moves for Your Stock Awards Before the Year Ends
As the year draws to a close, it’s important for employees with equity compensation to review their holdings in restricted stock awards...
Tad Jakes, CFP®, EA, ECA
Dec 10, 20244 min read


Fed Rate Cuts: A Short-Term Distraction for Long-Term Investors
The media has been abuzz since the Federal Reserve’s (Fed’s) decision to lower their benchmark interest by .50%, a larger move than many...
Tad Jakes, CFP®, EA, ECA
Oct 2, 20242 min read


Tax-Efficient Investing: How Asset Location Can Boost Your After-Tax Returns
You are probably aware of the three most crucial aspects of real estate investing: location, location, location. This concept is also...
Tad Jakes, CFP®, EA, ECA
Aug 28, 20245 min read


Restricted Stock Units (RSUs): Key Considerations to Maximize Value
Restricted stock units (RSUs) are a popular form of equity compensation for publicly traded companies seeking to attract and retain top...
Tad Jakes, CFP®, EA, ECA
Aug 23, 20248 min read


Creating a Strategy for Exercising Non-Qualified Stock Options
The world of equity compensation has grown over the past few decades. With employers looking for new ways to attract, retain, and...
Tad Jakes, CFP®, EA, ECA
Aug 13, 20246 min read


Market Update: August 5th, 2024
Assessing recent stock market volatility.
Tad Jakes, CFP®, EA, ECA
Aug 5, 20243 min read


The Media's role in Your Investment Decisions: Insight or Noise?
Today we live in a swirling sea of information. The media, in all its forms, subjects us to a constant barrage of articles, headlines,...
Tad Jakes, CFP®, EA, ECA
Aug 1, 20244 min read


Election Years and the Markets: How Long-Term Investors Win the Race
History shows that a long-term investor should stay the course during an election year.
Tad Jakes, CFP®, EA, ECA
Apr 25, 20244 min read


S&P 500 at All-Time Highs: Is Your Portfolio Due for a Rebalance?
In the world of financial markets and investment portfolios, there is no shortage of strategies, philosophies, tips, and tricks....
Tad Jakes, CFP®, EA, ECA
Mar 25, 20245 min read


Fear of Missing Out: The Perils of Chasing Stocks
In the fast-paced world of investing, the allure of chasing popular stocks can be tempting. The promise of quick riches, the thrill of...
Tad Jakes, CFP®, EA, ECA
Mar 14, 20245 min read


How to Maximize After-Tax Yield and Pitfalls to Avoid
Due to the Federal Reserve's rate hiking cycle, interest rates for many fixed-income securities are the highest we’ve seen since 2007. ...
Tad Jakes, CFP®, EA, ECA
Mar 6, 20246 min read


Tax-Gain Harvesting: A Strategy You May Be Overlooking
If you are a seasoned investor, you are likely familiar with the idea of "tax-loss harvesting," which is a strategy that allows you to...
Tad Jakes, CFP®, EA, ECA
Feb 14, 20248 min read


Tax-Loss Harvesting: A Smart Move for Savvy Investors
Maximizing your investment returns involves more than just selecting the right asset allocation or investments. It also entails...
Tad Jakes, CFP®, EA, ECA
Jan 3, 20247 min read

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