MGFS Blog

Barry and Adam wrote and published the book “Guided Retirement Income Planning” in November 2020 to create higher levels of financial literacy and to show

What’s on your mind? Simply stated, you are concerned about inflation, any potential economic recession, the state of the economy, the markets, and financial planning

Barry and Adam wrote and published the book “Guided Retirement Income Planning” in November 2020 to create higher levels of financial literacy and to show

Barry and Adam wrote and published the book “Guided Retirement Income Planning” in November 2020 to create higher levels of financial literacy and to show

Barry and Adam wrote and published the book “Guided Retirement Income Planning” in November 2020 to create higher levels of financial literacy and to show

What’s on your mind? One word says it all “Everything!” So, let us go through potential challenges and our thoughts.  Challenges Are the banking issues

Barry and Adam wrote and published the book “Guided Retirement Income Planning” in November 2020 to create higher levels of financial literacy and to show

Barry and Adam wrote and published the book “Guided Retirement Income Planning” in November 2020 to create higher levels of financial literacy and to show

Our Thoughts about 2022 and The Year Ahead! 2022 concluded a difficult year for stocks and bonds but an altogether manageable year for our clients.

Barry and Adam wrote and published the book “Guided Retirement Income Planning” in November 2020 to create higher levels of financial literacy and to show

  What’s on your mind? In our conversations, we know that many of you are asking about the ‘R’ word: recession. Are we headed towards

Barry and Adam wrote and published the book “Guided Retirement Income Planning” in November 2020 to create higher levels of financial literacy and to show

Barry and Adam wrote and published the book “Guided Retirement Income Planning” in November 2020 to create higher levels of financial literacy and to show

“Abnormally good or abnormally bad conditions do not last forever” (Benjamin Graham) Following is a continuation of our  5-Part series on inflation. For your convenience,

CHAPTER 10RETIREMENT RISKS (Step 4) “He who fails to plan is planning to fail.” (Winston Churchill)   The objective of retirement income planning is to

Welcome to Fall! For the third quarter report, we will focus on the following topics: What’s on your mind? Inflation Economy Markets Our views Notable

CHAPTER 9PRELIMINARY RETIREMENT INCOME CALCULATIONS (Step 3) “An ounce of prevention is worth a pound of cure.” (Benjamin Franklin) Preliminary retirement income calculations and forecasting

Barry and Adam wrote and published the book “Guided Retirement Income Planning” in November 2020 to create higher levels of financial literacy and to show

Barry and Adam wrote and published the book “Guided Retirement Income Planning” in November 2020 to create higher levels of financial literacy and to show

What’s New at MGFS We strive to help clients meet their ongoing goals and needs. During the second half of 2022, we continue to review

Barry and Adam wrote and published the book “Guided Retirement Income Planning” in November 2020 to create higher levels of financial literacy and to show

Record high inflation, rising interest rates, and recession fears led equities lower in June. Emerging markets (-6.6%), outperformed both US (-8.3%)…

Economic & Financial Indicators That are Forward-Looking Six to Nine Months (PDF) Download PDF

Barry and Adam wrote and published the book “Guided RetirementIncome Planning” in November 2020 to create higher levels of financialliteracy and to show a comprehensive

“It’s a recession when your neighbor loses his job. It’s a depression when you lose yours.” (Harry Truman) Following is a continuation of our originally

2nd QUARTER 2022 Happy Summer! For the second quarter report, we will focus on the following topics: What’s on your mind? Inflation and the economy The

“In seeking truth, you have to get both sides of the story.” (Walter Cronkite) Governments Role The government has three ways to fund its operations.

Barry and Adam wrote and published the book “Guided Retirement Income Planning” in November 2020 to create higher levels of financial literacy and to show

“Only when you combine sound intellect with emotional discipline do you get rational behavior.” (Warren Buffett) Inflation impacts all of us. The cost of living

Barry and Adam wrote and published the book “Guided Retirement Income Planning” in November 2020 to create higher levels of financial literacy and to show

1ST QUARTER 2022 In this first quarter report, we will review the following topics: Behavioral Finance and Views on the Markets Other Notable Headlines Economic

“The one instrument that has relative political autonomy is monetary policy. Central banks do not need to go to Congress to get approval for an

“We can only know that we know nothing. And that is the highest degree of human wisdom.” (Leo Tolstoy) As financial advisors, we do a

Barry and Adam wrote and published the book “Guided Retirement Income Planning” in November 2020 to create higher levels of financial literacy and to show

Happy New Year! It’s February 2022! What’s New at MGFS During the second half of 2021, we were quite busy with investment and tax planning

Barry and Adam wrote and published the book “Guided Retirement Income Planning” in November 2020 to create higher levels of financial literacy and to show

MGFS Special Edition – Volatility And The Return To Normal We hope you are healthy and staying warm! The market has experienced volatility over the

HAPPY NEW YEAR! In this year-end report, we will review the following topics: Behavioral Finance Notable Headlines Economic News Inflation Market News Behavioral Finance What’s

3RD QUARTER 2021 In this report, we will cover topics related to your financial planning and wealth management needs. We will also address inflation in

Your MGFS Team is in great form!This picture was taken recently as part of a photo shoot for our updated website. What’s New at MGFS

In this report, we have listed topics we feel are important for you to note, recognizing our ongoing diligence and oversight over the same and

From the Desk of MGFS Last year during the height of the pandemic we wrote a column that we called ‘Quick Recap and Fun.’ We

It is always best to be proactive rather than reactive when it comes to retirement income planning. This presentation reviews the GRIP ROADMAP and discusses

Please click the link below to download the PowerPoint of our August 18, 2020 Webinar with guest speaker, Kezia Samuel, to read about performance drivers

The question that we are asked the most is how can stocks rise when the economy is so weak and at a time when the

We are still in the middle of a pandemic. Statistically, the economy is headed for the worst quarter that we have had since the great

In our continuing effort to bring you consistent and relevant communications, we would like to invite you to view our first ever virtual MGFS webinar, a pre-recorded presentation.

Over the years, MGFS has found that our best client relationships come from referrals from other satisfied clients. We have always considered referrals a great

At MGFS, like many of you, we are working virtually from home.  We continue to research and spend a lot of time on webinars to stay

First and foremost, we hope this email finds you and your family safe, healthy and well. As these Stay at Home measures now kick into

Fast on the heels of passing the Families First Coronavirus Response Act (a law which ensures paid sick leave and unemployment benefits for employees affected

Fast on the heels of passing the Families First Coronavirus Response Act (a law which ensures paid sick leave and unemployment benefits for employees affected

Most of us are now home for an uncertain period of time. No doubt that these can be tough times. Many of you are concerned

 Barry has earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services. Using the most current retirement portfolio management techniques, the

Beneficiary designations might appear to be a simple option for your life insurance and retirement/investment accounts, but they can easily become complicated. It could also

Consider this: If a stay at home parent was not at home taking care of children, cooking meals, cleaning the house, who would? Often, the

If you have a spouse or children that depend on your paycheck, then yes, you need life insurance (with very few exceptions). It’s simple –

Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how