MFAC BLOG

Flying Financially Blind: Schwab Survey Shows Most Respondents Lack a Financial Plan

The 2023 Schwab Wealth Survey showed that 65% of respondents lack a formal financial plan. Are you one of them? If so, what’s holding...

Tad Jakes, CFP®, EA, ECA

Nov 30, 20236 min read

Google “investment strategies” and prepare to be overwhelmed. You will be bombarded with a litany of choices provided to you by blogs,...

Tad Jakes, CFP®, EA, ECA

Nov 9, 20236 min read

Have you ever tried to time the stock market? How did it work out? Did you rake in armfuls of cash or did you kick yourself for even...

Tad Jakes, CFP®, EA, ECA

Oct 17, 20236 min read

When we invest, we strive to maximize returns for our targeted level of risk. In that quest, a common oversight by investors is to focus...

Tad Jakes, CFP®, EA, ECA

Sep 22, 20236 min read

Let’s face it, the investment world is vast and can be overwhelming even for the experienced investor. You know you should invest for...

Tad Jakes, CFP®, EA, ECA

Sep 11, 20235 min read

In a significant development in the retirement savings landscape, the Internal Revenue Service (IRS) recently announced a delay in the...

Tad Jakes, CFP®, EA, ECA

Sep 2, 20232 min read