Commentary

As you review your estate plan, have you considered the use of a trust? Trusts are often seen as a tool used by the ultra wealthy. Yet, there may be benefits for individuals with more modest wealth positions that justify the associated costs, which can generally run in the thousands

As some of you know, I purchased a 40 year old sailboat last October.  Given its age I spent the spring cleaning, scrubbing and prepping so that she was ready to go when the weather improved (never would I have guessed in October that I was setting up the perfect

My wife and I have an awesome new puppy dog named George, he is a Cockapoo and just over a year old. He has energy to burn and he has developed the craziest obsession with balls, a black and red basketball, in particular. He literally quivers if he sees us

Alright enough already! We are all growing tired of how muddled the weather has been this year. I for one am growing increasingly frustrated with trying to plan days to get my boat in the water, only to have the forecast change what seems to be six times a day.

Confession time.  I am a cereal guy.  If it wasn’t for my wife Sheila, Shreddies would be the main staple in my diet.  Oh, and also a cold beer every now and then.  I also confess that I do not do the grocery shopping in my household, and if I

Nope, not a fancy workout routine or new Netflix feature, just two of the most valuable actions that we at MPWealth have been working so hard at to bring to your investment experience. If I were to boil it all down after my 25 years with our clients, what they

Wow what a world we live in. Every so often during the course of history we have these defining moments as the human race. Those periods of time where you will look back on your life and say to your kids and/or grandkids that “I was there, I remember”. Being

All of the above are similar in that they have achieved extreme investment success over a long period of time, have direct access to the best financial analysts and tools, and have significant resources that have been dedicated to their investment objectives.  Who would not want to invest like the

I have been washing my hands so often and using a spray of disinfectant so many times every day that my hands both hurt. I’ll take that consequence without complaint; we are all sacrificing and changing behaviors to protect each other in the throws of this Covid barging into all

Rolling the dice on multiple levels, that truly is the current state of affairs. From both a health and economic front that is exactly what we are doing – where we do not want to do that is your investment portfolios. For retirees/investors looking for capital preservation and for many