In this month’s MCF Perspective Moments, Dave Harris, CEO of MCF Advisors, provides an update on market volatility, factors affecting inflation, the changing environment, and our views regarding the potential for three different courses of inflation – and its effects on the markets – going forward.
The Russian military invasion of Ukraine this week added more uncertainty to capital markets in what has already been a volatile year.
Most of us know that net worth, or a personal financial statement, is a report that summarizes what we own and what we owe. But why do we spend time updating this report with our advisor and inquiring about assets and liabilities? Knowing your overall net worth is an important piece of the planning puzzle and helps to shed light on your overall financial health.
With the end of 2021 quickly approaching, there is still time to take advantage of many tax planning opportunities for this year. Below are several planning ideas that may be applicable to you and your family.