Insights
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Market commentary, tax and estate guidance, and firm news, in plain English.
Investment Markets
Geopolitical Update: United States, Israel, and Iran
Tensions between the United States, Israel, and Iran have escalated following coordinated U.S.–Israel military strikes on Iranian strategic infrastructure, military compounds, and political leaders. While the situation remains fluid, the primary market implications center on…
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Company News
MCF Advisors Expands Presence in Greater Cincinnati with Acquisition of Wealth Planning Corporation
Acquisition reflects MCF Advisors’ intentional, culture-led approach to long-term advisor growth Lexington, Ky.— March 3, 2026 — MCF Advisors (“MCF”), a Kentucky-based registered investment adviser (“RIA”) serving families, business owners, and retirement plan sponsors…
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Company News
MCF Advisors Announces Leadership Promotions of Tim Gavin and Mardie Murray
LEXINGTON, KY – MCF Advisors, LLC (MCF) is pleased to announce the promotions of two individuals within the firm. Timothy A. Gavin, MBA, CFP ®, will be expanding his role and has been named MCF’s Chief Strategy Officer. As CSO, Tim will be responsible for shaping, executing…
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Investment Markets
Scanning the Horizon – Capital Markets
I am not surprised with the three-year 80%+ gain of the US equity market (SP 500)! Corporate profits and labor productivity gains were fairly well forecasted in our outlook from early June of 2022: we stated that inflation was transitory rather than structural (CPI hit a 9%…
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Company News
MCF Advisors Expands Louisville Presence with Addition of Accredited Wealth Management
LEXINGTON, Ky. — December [15], 2025 — MCF Advisors LLC (“MCF”), a Kentucky-based registered investment adviser (“RIA”) serving families, business owners, and entrepreneurs, announced today that Accredited Wealth Management LLC (“AWM”), a Louisville, Ky.-based, fee-only RIA…
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Company News
MCF Sr. Financial Advisor and Partner, Andy Sathe, Recognized as a 2025 Five Star Wealth Manager for the Fourth Consecutive Year
MCF is proud to announce that Andy Sathe, MBA, CLU, CFP®, Senior Financial Advisor and Partner, has been recognized as a 2025 Five Star Wealth Manager—his fourth consecutive year receiving this prestigious award.
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