Insights
Perspectives & News
Market commentary, tax and estate guidance, and firm news, in plain English.
Tax Planning
How the New Tax Law May Impact Your Personal & Business Finances
On July 3, 2025, following an all-night session, the U.S. House of Representatives narrowly passed the One Big Beautiful Bill Act (OBBBA) by a 218-214 vote. This follows the Senate’s approval on July 1, and President Trump signed the bill into law on July 4, 2025.
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Investment Markets
MCF Perspective Moment: Tariffs & Market Volatility
In case anyone hasn’t noticed, tariffs are back in the news and so far, wreaked havoc on capital markets. If the first Trump term took a chisel to trade policy in 2018, primarily on China, then the second term has picked up the sledgehammer. Mexico, Canada, China, and Europe…
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Company News
Wealth Partners Capital Group and HGGC Establish Strategic Partnership with MCF Advisors
MCF Advisors, LLC (“MCF”), a Kentucky-based registered investment adviser (“RIA”), today announced it has entered into a strategic partnership with Wealth Partners Capital Group (“WPCG”), a financial services holding company, and HGGC, a firm focused on partnership investing…
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Company News
PRESS RELEASE: MCF Recognized Among Kentucky’s Best Places to Work for Seventh Consecutive Year
MCF is proud to announce that it has been named a winner in the Kentucky Chamber of Commerce’s Best Places to Work in Kentucky for 2025. This marks the seventh consecutive year that MCF has been recognized.
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Company News
MCF Sr. Financial Advisor, Andy Sathe, Recognized as a 2024 Five Star Wealth Manager for the Third Consecutive Year
Covington, KY - MCF is pleased to share that Andy Sathe, MBA, CLU, CFP®, Sr. Financial Advisor, has been awarded by Five Star as a top Wealth Manager of 2024. This award recognizes select winners in over 40 markets across the country for their knowledge, experience, and…
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Tax Planning
Inherited IRA Withdrawal Rules from the Secure Act
By now, most people are aware the Secure Act, passed in 2020, contained major changes to the rules surrounding distribution requirements from Inherited IRAs for accounts inherited in 2020 or after. Primarily, this law eliminated the Stretch IRA provision for non-spousal…
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