Client Communications

  • Tax Cuts and Job Act

    Summary information related to the recent Tax Law changes.
  • Lessons on Behavioral Finance

    In honor of Richard Thaler, the recent winner of the Nobel Memorial Prize in Economic Sciences, we thought a discussion on behavior finance would be timely and relevant. This field of study has provided great insight on how to better manage personal finances. We would be well served to understand some of his great insights…
  • Late Innings of Tax Reform

    As we begin the final two calendar months of the year, individuals and families start to wrap up their financial year.
  • Special Announcements

    We want to take a minute to inform you of two changes to the McCarthy Grittinger Financial Group team that occurred this year.
  • Our take on the Equifax cybersecurity incident

    On September 7, 2017, Equifax, one of the nation's three major credit reporting agencies, announced what it describes as a "cybersecurity incident" involving consumer information affecting up to 143 million customers.
  • Life-Stage Estate Planning

    We've written before how a little strategic long-term thinking is good for your financial health. Tying in your personal financial goals with the goals for your investment portfolio helps you to stay the course when the course gets rocky. As with investments, being strategic with your estate plan is another best practice we encourage for…
  • Investment Stories

    Much research has been done on humans and their love of stories. I am personally a big fan of stories. Concepts are easier for me to understand and remember if told through a story. However, stories also have their downsides.
  • Second Quarter Market Review 2017

    This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.
  • Global Diversification

    Some people believe diversification stops at our country’s borders. They believe US companies provide enough diversification. However, the data below shows that portfolios invested only in the US are increasingly missing out on many global investment opportunities. Making a prediction about a single country may bear more risk than taking a more globally diversified approach.…
  • Six Affordable Habits of the Wealthy

    "Early to bed and early to rise makes a man healthy, wealthy and wise."-Benjamin Franklin While catching up on sleep may help your health, it would take a miracle to go to sleep earlier one night and wake up with a heap of cash at your bedside. While there's no one secret or rule that…